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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
Steward Global Equity Income Fund R6
Price$30.16
Change-$1.38 (-4.38%)
VolumeN/A
Net Assets392.48M
DGEFX vs SGIGX Comparison Chart
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DGEFX vs. SGIGX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 497M vs. SGIGX (392M). 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 : 14.14 vs. SGIGX (4.43). DGEFX return over 5 years is better than : 91.18 vs. SGIGX (61.16).
| 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 | 5.284 | 4.207 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 392M | 127% |
| Annual Yield % from dividends | 2.53 | 2.46 | 103% |
| Returns for 1 year | 14.14 | 4.43 | 319% |
| Returns for 3 years | 17.63 | 6.25 | 282% |
| Returns for 5 years | 91.18 | 61.16 | 149% |
| Returns for 10 years | N/A | N/A | - |
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