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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$12.85
Change-$0.05 (-0.39%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund R6
Price$31.88
Change-$0.39 (-1.21%)
VolumeN/A
CapitalizationN/A
DGEFX vs SGIGX Comparison Chart
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DGEFX vs. SGIGX commentary
Nov 18, 2024
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 StrongBuy and SGIGX is a StrongSell.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 582M vs. SGIGX (380M). DGEFX pays higher dividends than SGIGX: DGEFX (2.98) vs SGIGX (2.77). DGEFX was incepted earlier than SGIGX: DGEFX (8 years) vs SGIGX (7 years). SGIGX is a more actively managed with annual turnover of: 53.00 vs. DGEFX (46.00). DGEFX (0) and SGIGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 22.51 vs. SGIGX (21.15). DGEFX return over 5 years is better than : 38.72 vs. SGIGX (-25.14).
| DGEFX | SGIGX | DGEFX / SGIGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 15.276 | 10.656 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 380M | 153% |
| Annual Yield % from dividends | 2.98 | 2.77 | 108% |
| Returns for 1 year | 22.51 | 21.15 | 106% |
| Returns for 3 years | 20.54 | -6.14 | -335% |
| Returns for 5 years | 38.72 | -25.14 | -154% |
| Returns for 10 years | N/A | N/A | - |
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