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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets475.77M
Steward Global Equity Income Fund R6
Price$35.17
Change-$0.16 (-0.45%)
VolumeN/A
Net Assets446M
DGEFX vs SGIGX Comparison Chart in %
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DGEFX vs. SGIGX commentary
Sep 01, 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: 476M vs. SGIGX (446M). DGEFX pays higher dividends than SGIGX: DGEFX (2.34) vs SGIGX (2.05). DGEFX was incepted earlier than SGIGX: DGEFX (8 years) vs SGIGX (8 years). DGEFX (1.07) is less costly to investors than SGIGX (0.90). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIGX (37.00). DGEFX (0) and SGIGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 14.10 vs. SGIGX (11.89). DGEFX return over 5 years is better than : 71.83 vs. SGIGX (37.42).
| DGEFX | SGIGX | DGEFX / SGIGX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 0.90 | 119% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 14.177 | 16.569 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 446M | 107% |
| Annual Yield % from dividends | 2.34 | 2.05 | 114% |
| Returns for 1 year | 14.10 | 11.89 | 119% |
| Returns for 3 years | 37.97 | 32.44 | 117% |
| Returns for 5 years | 71.83 | 37.42 | 192% |
| Returns for 10 years | N/A | N/A | - |
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