Ad is loading...
DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets514M
Steward Global Equity Income Fund C
Price$36.81
Change-$0.33 (-0.89%)
VolumeN/A
Net Assets400.78M
DGEFX vs SGIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGIFX commentary
Feb 23, 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: 514M vs. SGIFX (401M). 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 : 19.13 vs. SGIFX (12.01). DGEFX return over 5 years is better than : 42.41 vs. SGIFX (17.33).
| 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 | 5.906 | 7.155 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 514M | 401M | 128% |
| Annual Yield % from dividends | 2.98 | 1.58 | 188% |
| Returns for 1 year | 19.13 | 12.01 | 159% |
| Returns for 3 years | 22.80 | 11.30 | 202% |
| Returns for 5 years | 42.41 | 17.33 | 245% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USGLX | 66.10 | N/A | N/A |
| JHancock U.S. Global Leaders Growth A | |||
| WFMDX | 47.93 | N/A | N/A |
| Allspring Special Mid Cap Value Admin | |||
| FBSIX | 38.19 | N/A | N/A |
| Franklin Mutual U.S. Mid Cap Value R6 | |||
| PRKCX | 7.45 | N/A | N/A |
| PGIM Real Estate Income C | |||
| BGCJX | 14.96 | -0.06 | -0.40% |
| Baillie Gifford EAFE Plus All Cap 3 | |||