DGEFX
Price
$13.73
Change
-$0.13 (-0.94%)
Updated
Jul 28 closing price
Net Assets
473.58M
SGIDX
Price
$36.76
Change
-$0.20 (-0.54%)
Updated
Jul 28 closing price
Net Assets
434.48M
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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$13.73
Change-$0.13 (-0.94%)
VolumeN/A
Net Assets473.58M
Steward Global Equity Income Fund A
Price$36.76
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets434.48M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Jul 29, 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: 474M vs. SGIDX (434M). 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 (1.07). 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 : 14.92 vs. SGIDX (11.58). DGEFX return over 5 years is better than : 71.34 vs. SGIDX (39.69).
DGEFXSGIDXDGEFX / SGIDX
Total Expense Ratio0.941.2774%
Annual Report Gross Expense Ratio1.071.2784%
Fund Existence8 years17 years-
Gain YTD11.83713.24989%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets474M434M109%
Annual Yield % from dividends2.441.69144%
Returns for 1 year14.9211.58129%
Returns for 3 years32.2025.51126%
Returns for 5 years71.3439.69180%
Returns for 10 yearsN/A52.34-
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