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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$13.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets469.27M
Steward Global Equity Income Fund R6
Price$32.80
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets413.84M
DGEFX vs SGIGX Comparison Chart
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DGEFX vs. SGIGX commentary
Jun 06, 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: 469M vs. SGIGX (414M). DGEFX pays higher dividends than SGIGX: DGEFX (2.49) vs SGIGX (2.37). 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 (45.00). DGEFX (0) and SGIGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 14.13 vs. SGIGX (8.08). DGEFX return over 5 years is better than : 60.13 vs. SGIGX (32.04).
| 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 | 6.965 | 8.337 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 414M | 113% |
| Annual Yield % from dividends | 2.49 | 2.37 | 105% |
| Returns for 1 year | 14.13 | 8.08 | 175% |
| Returns for 3 years | 21.89 | 15.50 | 141% |
| Returns for 5 years | 60.13 | 32.04 | 188% |
| Returns for 10 years | N/A | N/A | - |
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