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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$12.97
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets478.3M
Steward Global Equity Income Fund A
Price$34.11
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets395.21M
DGEFX vs SGIDX Comparison Chart
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DGEFX vs. SGIDX commentary
May 09, 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: 478M vs. SGIDX (395M). DGEFX pays higher dividends than SGIDX: DGEFX (2.57) vs SGIDX (1.98). 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 (51.00). 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 : 11.90 vs. SGIDX (5.39). DGEFX return over 5 years is better than : 71.10 vs. SGIDX (42.69).
| 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 | 4.083 | 3.577 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 395M | 121% |
| Annual Yield % from dividends | 2.57 | 1.98 | 129% |
| Returns for 1 year | 11.90 | 5.39 | 221% |
| Returns for 3 years | 22.78 | 15.03 | 152% |
| Returns for 5 years | 71.10 | 42.69 | 167% |
| Returns for 10 years | N/A | 36.04 | - |
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