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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
Steward Global Equity Income Fund C
Price$37.64
Change+$0.28 (+0.75%)
VolumeN/A
Net Assets414.16M
DGEFX vs SGIFX Comparison Chart
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DGEFX vs. SGIFX commentary
Jun 07, 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: 467M vs. SGIFX (414M). DGEFX pays higher dividends than SGIFX: DGEFX (2.49) vs SGIFX (1.19). DGEFX was incepted earlier than SGIFX: DGEFX (8 years) vs SGIFX (7 years). SGIFX (2.03) is less costly to investors than DGEFX (1.08). SGIFX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (45.00). 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 : 14.14 vs. SGIFX (7.30). DGEFX return over 5 years is better than : 60.01 vs. SGIFX (28.48).
| DGEFX | SGIFX | DGEFX / SGIFX | |
| Total Expense Ratio | 0.96 | 2.03 | 47% |
| Annual Report Gross Expense Ratio | 1.08 | 2.03 | 53% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 6.885 | 7.851 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 414M | 113% |
| Annual Yield % from dividends | 2.49 | 1.19 | 209% |
| Returns for 1 year | 14.14 | 7.30 | 194% |
| Returns for 3 years | 20.89 | 12.41 | 168% |
| Returns for 5 years | 60.01 | 28.48 | 211% |
| Returns for 10 years | N/A | N/A | - |
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