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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$12.59
Change+$0.12 (+0.96%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund A
Price$33.01
Change+$0.22 (+0.67%)
VolumeN/A
CapitalizationN/A
DGEFX vs SGIDX Comparison Chart
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DGEFX vs. SGIDX commentary
Dec 24, 2024
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 StrongBuy and SGIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. SGIDX (370M). 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 : 14.11 vs. SGIDX (7.05). DGEFX return over 5 years is better than : 33.34 vs. SGIDX (13.83).
| 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 | 12.943 | 5.968 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 370M | 136% |
| Annual Yield % from dividends | 2.98 | 2.28 | 130% |
| Returns for 1 year | 14.11 | 7.05 | 200% |
| Returns for 3 years | 17.90 | 5.10 | 351% |
| Returns for 5 years | 33.34 | 13.83 | 241% |
| Returns for 10 years | N/A | 31.53 | - |
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