Ad is loading...
DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
Steward Global Equity Income Fund A
Price$34.87
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets392.9M
DGEFX vs SGIDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGIDX commentary
Feb 23, 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: 511M vs. SGIDX (393M). DGEFX pays higher dividends than SGIDX: DGEFX (2.98) vs SGIDX (2.28). DGEFX was incepted earlier than SGIDX: DGEFX (8 years) vs SGIDX (17 years). SGIDX is a more actively managed with annual turnover of: 53.00 vs. DGEFX (46.00). 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 : 18.41 vs. SGIDX (10.52). DGEFX return over 5 years is better than : 41.56 vs. SGIDX (20.98).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 5.267 | 6.343 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 393M | 130% |
| Annual Yield % from dividends | 2.98 | 2.28 | 130% |
| Returns for 1 year | 18.41 | 10.52 | 175% |
| Returns for 3 years | 22.06 | 14.62 | 151% |
| Returns for 5 years | 41.56 | 20.98 | 198% |
| Returns for 10 years | N/A | 39.74 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers