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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
Steward Global Equity Income Fund R6
Price$30.72
Change+$0.42 (+1.39%)
VolumeN/A
Net Assets381.82M
DGEFX vs SGIGX Comparison Chart
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DGEFX vs. SGIGX commentary
Apr 25, 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 SGIGX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 470M vs. SGIGX (382M). DGEFX (2.53) and SGIGX (2.46) have matching dividends . DGEFX was incepted earlier than SGIGX: DGEFX (8 years) vs SGIGX (7 years). DGEFX (1.08) is less costly to investors than SGIGX (0.90). SGIGX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (51.00). DGEFX (0) and SGIGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 11.02 vs. SGIGX (3.67). DGEFX return over 5 years is better than : 69.49 vs. SGIGX (39.76).
| DGEFX | SGIGX | DGEFX / SGIGX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.08 | 0.90 | 120% |
| Fund Existence | 8 years | 7 years | - |
| Gain YTD | 1.361 | 0.110 | 1,234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 382M | 123% |
| Annual Yield % from dividends | 2.53 | 2.46 | 103% |
| Returns for 1 year | 11.02 | 3.67 | 300% |
| Returns for 3 years | 15.31 | 4.90 | 312% |
| Returns for 5 years | 69.49 | 39.76 | 175% |
| Returns for 10 years | N/A | N/A | - |
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