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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$13.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund A
Price$34.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DGEFX vs SGIDX Comparison Chart
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DGEFX vs. SGIDX commentary
Nov 22, 2024
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 StrongBuy and SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 527M vs. SGIDX (381M). 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 : 22.67 vs. SGIDX (18.89). DGEFX return over 5 years is better than : 41.23 vs. SGIDX (15.48).
| 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 | 16.711 | 10.427 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 381M | 138% |
| Annual Yield % from dividends | 2.98 | 2.28 | 130% |
| Returns for 1 year | 22.67 | 18.89 | 120% |
| Returns for 3 years | 22.88 | -3.58 | -638% |
| Returns for 5 years | 41.23 | 15.48 | 266% |
| Returns for 10 years | N/A | 32.63 | - |
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