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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$13.73
Change-$0.13 (-0.94%)
VolumeN/A
Net Assets473.58M
Steward Global Equity Income Fund A
Price$36.76
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets434.48M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Jul 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DGEFX is a Buy and SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 474M vs. SGIDX (434M). DGEFX pays higher dividends than SGIDX: DGEFX (2.44) vs SGIDX (1.69). DGEFX was incepted earlier than SGIDX: DGEFX (8 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than DGEFX (1.07). DGEFX has a lower initial minimum investment than SGIDX: DGEFX (0) vs SGIDX (1000). DGEFX annual gain was more profitable for investors over the last year : 14.92 vs. SGIDX (11.58). DGEFX return over 5 years is better than : 71.34 vs. SGIDX (39.69).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | 0.94 | 1.27 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.27 | 84% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 11.837 | 13.249 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 434M | 109% |
| Annual Yield % from dividends | 2.44 | 1.69 | 144% |
| Returns for 1 year | 14.92 | 11.58 | 129% |
| Returns for 3 years | 32.20 | 25.51 | 126% |
| Returns for 5 years | 71.34 | 39.69 | 180% |
| Returns for 10 years | N/A | 52.34 | - |
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