DGEFX
Price
$14.12
Change
-$0.00 (-0.00%)
Updated
Sep 5 closing price
Net Assets
476.19M
SGIDX
Price
$38.16
Change
+$0.34 (+0.90%)
Updated
Sep 4 closing price
Net Assets
447.62M
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DGEFX vs SGIDX

Header iconDGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDXBanner chart's image
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.19M
Steward Global Equity Income Fund A
Price$38.16
Change+$0.34 (+0.90%)
VolumeN/A
Net Assets447.62M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Sep 06, 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.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. SGIDX (448M). DGEFX pays higher dividends than SGIDX: DGEFX (2.34) vs SGIDX (1.63). 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 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). DGEFX (14.31) and SGIDX (14.15) have marching annual gain over last year. DGEFX return over 5 years is better than : 73.64 vs. SGIDX (41.74).
DGEFXSGIDXDGEFX / SGIDX
Total Expense Ratio0.941.2774%
Annual Report Gross Expense Ratio1.071.2784%
Fund Existence8 years17 years-
Gain YTD13.93516.92682%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets476M448M106%
Annual Yield % from dividends2.341.63144%
Returns for 1 year14.3114.15101%
Returns for 3 years39.9137.71106%
Returns for 5 years73.6441.74176%
Returns for 10 yearsN/A65.93-
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