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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
Steward Global Equity Income Fund R6
Price$32.30
Change-$0.29 (-0.89%)
VolumeN/A
Net Assets392.9M
DGEFX vs SGIGX Comparison Chart
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DGEFX vs. SGIGX commentary
Feb 23, 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: 511M vs. SGIGX (393M). 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 : 18.41 vs. SGIGX (10.69). DGEFX return over 5 years is better than : 41.56 vs. SGIGX (19.71).
| 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 | 5.267 | 6.390 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 393M | 130% |
| Annual Yield % from dividends | 2.98 | 2.77 | 108% |
| Returns for 1 year | 18.41 | 10.69 | 172% |
| Returns for 3 years | 22.06 | 13.53 | 163% |
| Returns for 5 years | 41.56 | 19.71 | 211% |
| Returns for 10 years | N/A | N/A | - |
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