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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$14.13
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets475.77M
Steward Global Equity Income Fund C
Price$40.23
Change+$0.15 (+0.37%)
VolumeN/A
Net Assets446M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Aug 28, 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: 476M vs. SGIFX (446M). DGEFX pays higher dividends than SGIFX: DGEFX (2.43) vs SGIFX (1.03). DGEFX was incepted earlier than SGIFX: DGEFX (8 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). DGEFX annual gain was more profitable for investors over the last year : 14.30 vs. SGIFX (10.78). DGEFX return over 5 years is better than : 71.58 vs. SGIFX (33.82).
| DGEFX | SGIFX | DGEFX / SGIFX | |
| Total Expense Ratio | 0.94 | 2.03 | 46% |
| Annual Report Gross Expense Ratio | 1.07 | 2.03 | 53% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 14.015 | 15.886 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 446M | 107% |
| Annual Yield % from dividends | 2.43 | 1.03 | 237% |
| Returns for 1 year | 14.30 | 10.78 | 133% |
| Returns for 3 years | 35.84 | 27.93 | 128% |
| Returns for 5 years | 71.58 | 33.82 | 212% |
| Returns for 10 years | N/A | N/A | - |
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