Interact to see
Advertisement
Advertisement
DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$14.24
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets473.8M
Steward Global Equity Income Fund A
Price$38.43
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets448.1M
DGEFX vs SGIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGIDX commentary
Sep 27, 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 Hold and SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 474M vs. SGIDX (448M). DGEFX pays higher dividends than SGIDX: DGEFX (2.34) vs SGIDX (1.63). DGEFX was incepted earlier than SGIDX: DGEFX (9 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIDX (37.00). 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 : 12.61 vs. SGIDX (10.36). DGEFX return over 5 years is better than : 81.04 vs. SGIDX (45.68).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | 0.94 | 1.27 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.27 | 84% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 14.903 | 17.882 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 448M | 106% |
| Annual Yield % from dividends | 2.34 | 1.63 | 144% |
| Returns for 1 year | 12.61 | 10.36 | 122% |
| Returns for 3 years | 50.77 | 49.20 | 103% |
| Returns for 5 years | 81.04 | 45.68 | 177% |
| Returns for 10 years | N/A | 72.09 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TMET | 26.21 | 0.56 | +2.20% |
| iShares Transition-Enabling Metals ETF | |||
| RMOP | 24.93 | -0.01 | -0.04% |
| Rockefeller Opportunistic Muncpl Bd ETF | |||
| HYEM | 20.11 | -0.05 | -0.25% |
| VanEck EM High Yield Bond ETF | |||
| RAYD | 37.54 | -0.10 | -0.27% |
| Rayliant Quantitative Dev Mkt Eq ETF | |||
| SHLD | 67.60 | -0.23 | -0.34% |
| Global X Defense Tech ETF | |||