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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$12.87
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets511.6M
Steward Global Equity Income Fund A
Price$34.11
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets387.56M
DGEFX vs SGIDX Comparison Chart
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DGEFX vs. SGIDX commentary
Jan 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: 512M vs. SGIDX (388M). 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 : 17.17 vs. SGIDX (11.08). DGEFX return over 5 years is better than : 37.11 vs. SGIDX (17.05).
| 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 | 2.713 | 4.026 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 388M | 132% |
| Annual Yield % from dividends | 2.98 | 2.28 | 130% |
| Returns for 1 year | 17.17 | 11.08 | 155% |
| Returns for 3 years | 19.20 | 8.97 | 214% |
| Returns for 5 years | 37.11 | 17.05 | 218% |
| Returns for 10 years | N/A | 38.37 | - |
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