DGEFX
Price
$13.44
Change
+$0.09 (+0.67%)
Updated
Jun 6 closing price
Net Assets
466.8M
SGIFX
Price
$37.64
Change
+$0.28 (+0.75%)
Updated
Jun 6 closing price
Net Assets
414.16M
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DGEFX vs SGIFX

Header iconDGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFXBanner chart's image
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
Steward Global Equity Income Fund C
Price$37.64
Change+$0.28 (+0.75%)
VolumeN/A
Net Assets414.16M
DGEFX vs SGIFX Comparison Chart
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DGEFX vs. SGIFX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 467M vs. SGIFX (414M). DGEFX pays higher dividends than SGIFX: DGEFX (2.49) vs SGIFX (1.19). 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 (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 : 14.14 vs. SGIFX (7.30). DGEFX return over 5 years is better than : 60.01 vs. SGIFX (28.48).
DGEFXSGIFXDGEFX / SGIFX
Total Expense Ratio0.962.0347%
Annual Report Gross Expense Ratio1.082.0353%
Fund Existence8 years7 years-
Gain YTD6.8857.85188%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets467M414M113%
Annual Yield % from dividends2.491.19209%
Returns for 1 year14.147.30194%
Returns for 3 years20.8912.41168%
Returns for 5 years60.0128.48211%
Returns for 10 yearsN/AN/A-
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