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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$14.21
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets479.74M
Steward Global Equity Income Fund C
Price$40.93
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets453.41M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Sep 18, 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: 480M vs. SGIFX (453M). DGEFX pays higher dividends than SGIFX: DGEFX (2.34) vs SGIFX (0.98). DGEFX was incepted earlier than SGIFX: DGEFX (9 years) vs SGIFX (8 years). SGIFX (2.03) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIFX (37.00). DGEFX has a lower initial minimum investment than SGIFX: DGEFX (0) vs SGIFX (1000). SGIFX (13.70) and DGEFX (13.16) have marching annual gain over last year. DGEFX return over 5 years is better than : 74.56 vs. SGIFX (37.65).
| DGEFX | SGIFX | DGEFX / SGIFX | |
| Total Expense Ratio | 0.94 | 2.03 | 46% |
| Annual Report Gross Expense Ratio | 1.07 | 2.03 | 53% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 14.661 | 18.460 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 453M | 106% |
| Annual Yield % from dividends | 2.34 | 0.98 | 240% |
| Returns for 1 year | 13.16 | 13.70 | 96% |
| Returns for 3 years | 40.43 | 37.81 | 107% |
| Returns for 5 years | 74.56 | 37.65 | 198% |
| Returns for 10 years | N/A | N/A | - |
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