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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$13.50
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets465.49M
Steward Global Equity Income Fund C
Price$38.21
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets425.26M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Jun 29, 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: 465M vs. SGIFX (425M). DGEFX pays higher dividends than SGIFX: DGEFX (2.49) vs SGIFX (1.19). DGEFX was incepted earlier than SGIFX: DGEFX (8 years) vs SGIFX (8 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 : 16.95 vs. SGIFX (11.33). DGEFX return over 5 years is better than : 76.88 vs. SGIFX (43.11).
| 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 | 8 years | - |
| Gain YTD | 8.932 | 10.480 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 425M | 109% |
| Annual Yield % from dividends | 2.49 | 1.19 | 209% |
| Returns for 1 year | 16.95 | 11.33 | 150% |
| Returns for 3 years | 31.56 | 23.71 | 133% |
| Returns for 5 years | 76.88 | 43.11 | 178% |
| Returns for 10 years | N/A | N/A | - |
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