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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$14.20
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets474.67M
Steward Global Equity Income Fund A
Price$38.00
Change-$0.12 (-0.31%)
VolumeN/A
Net Assets442.49M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Nov 20, 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 Hold and SGIDX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. SGIDX (442M). DGEFX pays higher dividends than SGIDX: DGEFX (2.20) vs SGIDX (1.48). DGEFX was incepted earlier than SGIDX: DGEFX (9 years) vs SGIDX (18 years). SGIDX (1.26) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIDX (37.00). DGEFX has a lower initial minimum investment than SGIDX: DGEFX (0) vs SGIDX (1000). SGIDX (12.67) and DGEFX (12.60) have marching annual gain over last year. DGEFX return over 5 years is better than : 66.77 vs. SGIDX (30.86).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 1.07 | 1.26 | 85% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 15.120 | 17.543 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 442M | 107% |
| Annual Yield % from dividends | 2.20 | 1.48 | 149% |
| Returns for 1 year | 12.60 | 12.67 | 99% |
| Returns for 3 years | 34.55 | 34.34 | 101% |
| Returns for 5 years | 66.77 | 30.86 | 216% |
| Returns for 10 years | N/A | 56.86 | - |
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