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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$12.78
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets505.38M
Steward Global Equity Income Fund R6
Price$31.17
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets381.51M
DGEFX vs SGIGX Comparison Chart
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DGEFX vs. SGIGX commentary
Jan 19, 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: 505M vs. SGIGX (382M). 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 : 17.29 vs. SGIGX (11.21). DGEFX return over 5 years is better than : 34.68 vs. SGIGX (13.64).
| 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 | 1.995 | 2.668 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 382M | 132% |
| Annual Yield % from dividends | 2.98 | 2.77 | 108% |
| Returns for 1 year | 17.29 | 11.21 | 154% |
| Returns for 3 years | 15.63 | 3.32 | 471% |
| Returns for 5 years | 34.68 | 13.64 | 254% |
| Returns for 10 years | N/A | N/A | - |
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