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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$12.78
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets505.38M
Steward Global Equity Income Fund C
Price$35.57
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets381.51M
DGEFX vs SGIFX Comparison Chart
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DGEFX vs. SGIFX commentary
Jan 19, 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 SGIFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 505M vs. SGIFX (382M). DGEFX pays higher dividends than SGIFX: DGEFX (2.98) vs SGIFX (1.58). DGEFX was incepted earlier than SGIFX: DGEFX (8 years) vs SGIFX (7 years). SGIFX is a more actively managed with annual turnover of: 53.00 vs. DGEFX (46.00). 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 : 17.29 vs. SGIFX (10.43). DGEFX return over 5 years is better than : 34.68 vs. SGIFX (10.71).
| DGEFX | SGIFX | DGEFX / SGIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 1.995 | 2.626 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 382M | 132% |
| Annual Yield % from dividends | 2.98 | 1.58 | 188% |
| Returns for 1 year | 17.29 | 10.43 | 166% |
| Returns for 3 years | 15.63 | 1.13 | 1,385% |
| Returns for 5 years | 34.68 | 10.71 | 324% |
| Returns for 10 years | N/A | N/A | - |
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