Interact to see
Advertisement
Advertisement
DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$13.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets465.19M
Steward Global Equity Income Fund R6
Price$33.53
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets424.97M
DGEFX vs SGIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGIGX commentary
Aug 08, 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 StrongBuy and SGIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. SGIGX (425M). DGEFX pays higher dividends than SGIGX: DGEFX (2.43) vs SGIGX (2.16). 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 (0) and SGIGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 17.86 vs. SGIGX (13.19). DGEFX return over 5 years is better than : 68.36 vs. SGIGX (33.25).
| 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 | 10.707 | 10.736 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 425M | 109% |
| Annual Yield % from dividends | 2.43 | 2.16 | 113% |
| Returns for 1 year | 17.86 | 13.19 | 135% |
| Returns for 3 years | 32.13 | 21.25 | 151% |
| Returns for 5 years | 68.36 | 33.25 | 206% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HSBH | 68.93 | 0.39 | +0.57% |
| HSBC HOLDINGS PLC ADRHEDGED HSBH | |||
| HUSV | 39.86 | 0.22 | +0.55% |
| First Trust Hrzn MgdVolatil Domestic ETF | |||
| IYG | 86.04 | 0.27 | +0.31% |
| iShares US Financial Services ETF | |||
| SIZE | 156.51 | 0.03 | +0.02% |
| iShares MSCI USA Size Factor ETF | |||
| CVRT | 32.96 | -0.03 | -0.09% |
| Calamos Convertible Equity Alt ETF | |||