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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
Steward Global Equity Income Fund A
Price$37.09
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets435.49M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Jul 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.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 473M vs. SGIDX (435M). DGEFX pays higher dividends than SGIDX: DGEFX (2.44) vs SGIDX (1.69). DGEFX was incepted earlier than SGIDX: DGEFX (8 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than DGEFX (1.08). SGIDX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (45.00). 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 : 18.33 vs. SGIDX (14.00). DGEFX return over 5 years is better than : 75.26 vs. SGIDX (47.79).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | 0.96 | 1.27 | 76% |
| Annual Report Gross Expense Ratio | 1.08 | 1.27 | 85% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 10.869 | 13.647 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 435M | 109% |
| Annual Yield % from dividends | 2.44 | 1.69 | 144% |
| Returns for 1 year | 18.33 | 14.00 | 131% |
| Returns for 3 years | 34.09 | 31.24 | 109% |
| Returns for 5 years | 75.26 | 47.79 | 157% |
| Returns for 10 years | N/A | 55.25 | - |
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