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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$12.35
Change+$0.21 (+1.73%)
VolumeN/A
Net Assets455.07M
Steward Global Equity Income Fund C
Price$33.68
Change+$0.66 (+2.00%)
VolumeN/A
Net Assets360.86M
DGEFX vs SGIFX Comparison Chart
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DGEFX vs. SGIFX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 455M vs. SGIFX (361M). DGEFX pays higher dividends than SGIFX: DGEFX (2.53) vs SGIFX (1.23). 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 (51.00). 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 : 6.91 vs. SGIFX (-3.69). DGEFX return over 5 years is better than : 61.24 vs. SGIFX (29.02).
| 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 | -2.802 | -4.678 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 361M | 126% |
| Annual Yield % from dividends | 2.53 | 1.23 | 205% |
| Returns for 1 year | 6.91 | -3.69 | -187% |
| Returns for 3 years | 8.50 | -3.34 | -255% |
| Returns for 5 years | 61.24 | 29.02 | 211% |
| Returns for 10 years | N/A | N/A | - |
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