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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$12.85
Change-$0.05 (-0.39%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund C
Price$36.16
Change-$0.44 (-1.20%)
VolumeN/A
CapitalizationN/A
DGEFX vs SGIFX Comparison Chart
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DGEFX vs. SGIFX commentary
Nov 18, 2024
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 StrongBuy and SGIFX is a StrongSell.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 582M vs. SGIFX (380M). 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 : 22.51 vs. SGIFX (19.80). DGEFX return over 5 years is better than : 38.72 vs. SGIFX (-24.60).
| 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 | 15.276 | 9.597 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 380M | 153% |
| Annual Yield % from dividends | 2.98 | 1.58 | 188% |
| Returns for 1 year | 22.51 | 19.80 | 114% |
| Returns for 3 years | 20.54 | -7.07 | -291% |
| Returns for 5 years | 38.72 | -24.60 | -157% |
| Returns for 10 years | N/A | N/A | - |
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