DGEFX
Price
$14.30
Change
-$0.02 (-0.14%)
Updated
Oct 8 closing price
Net Assets
480.26M
SGIFX
Price
$40.75
Change
-$0.25 (-0.61%)
Updated
Oct 7 closing price
Net Assets
453.75M
Interact to see
Advertisement

DGEFX vs SGIFX

Header iconDGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFXBanner chart's image
Destinations Equity Income I
Price$14.30
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets480.26M
Steward Global Equity Income Fund C
Price$40.75
Change-$0.25 (-0.61%)
VolumeN/A
Net Assets453.75M
DGEFX vs SGIFX Comparison Chart in %
View a ticker or compare two or three
VS
DGEFX vs. SGIFX commentary
Oct 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 Hold and SGIFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. SGIFX (454M). DGEFX pays higher dividends than SGIFX: DGEFX (2.18) vs SGIFX (0.82). DGEFX was incepted earlier than SGIFX: DGEFX (9 years) vs SGIFX (8 years). SGIFX (2.03) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIFX (37.00). DGEFX has a lower initial minimum investment than SGIFX: DGEFX (0) vs SGIFX (1000). DGEFX annual gain was more profitable for investors over the last year : 14.45 vs. SGIFX (12.32). DGEFX return over 5 years is better than : 74.49 vs. SGIFX (34.81).
DGEFXSGIFXDGEFX / SGIFX
Total Expense Ratio0.942.0346%
Annual Report Gross Expense Ratio1.072.0353%
Fund Existence9 years8 years-
Gain YTD15.93119.02284%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets480M454M106%
Annual Yield % from dividends2.180.82266%
Returns for 1 year14.4512.32117%
Returns for 3 years51.6746.90110%
Returns for 5 years74.4934.81214%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
XBTY19.300.34
+1.79%
GraniteShares YieldBOOST Bitcoin ETF
DNOV47.040.12
+0.26%
FT Vest US Equity Deep Bffr ETF Nov
CRDT23.690.04
+0.17%
Simplify Opportunistic Income ETF
HYDB47.43-0.07
-0.15%
iShares High Yield Systematic Bond ETF
ISHP41.84-0.41
-0.97%
First Trust S-Network Glb E-Com ETF