Interact to see
Advertisement
Advertisement
DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$14.32
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets481.44M
Steward Global Equity Income Fund I
Price$38.73
Change-$0.23 (-0.59%)
VolumeN/A
Net Assets453.75M
DGEFX vs SGISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGISX commentary
Oct 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 Hold and SGISX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 481M vs. SGISX (454M). DGEFX pays higher dividends than SGISX: DGEFX (2.18) vs SGISX (1.66). DGEFX was incepted earlier than SGISX: DGEFX (9 years) vs SGISX (18 years). DGEFX (1.07) is less costly to investors than SGISX (1.01). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGISX (37.00). DGEFX has a lower initial minimum investment than SGISX: DGEFX (0) vs SGISX (100000). DGEFX annual gain was more profitable for investors over the last year : 14.61 vs. SGISX (13.31). DGEFX return over 5 years is better than : 75.10 vs. SGISX (41.99).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.94 | 1.01 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 1.01 | 106% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 16.093 | 19.962 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 481M | 454M | 106% |
| Annual Yield % from dividends | 2.18 | 1.66 | 131% |
| Returns for 1 year | 14.61 | 13.31 | 110% |
| Returns for 3 years | 51.88 | 51.17 | 101% |
| Returns for 5 years | 75.10 | 41.99 | 179% |
| Returns for 10 years | N/A | 68.33 | - |
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 % |
| HYDB | 47.50 | N/A | N/A |
| iShares High Yield Systematic Bond ETF | |||
| ISHP | 42.26 | N/A | N/A |
| First Trust S-Network Glb E-Com ETF | |||
| DNOV | 46.92 | -0.06 | -0.13% |
| FT Vest US Equity Deep Bffr ETF Nov | |||
| CRDT | 23.65 | -0.04 | -0.17% |
| Simplify Opportunistic Income ETF | |||
| XBTY | 18.96 | -0.39 | -2.02% |
| GraniteShares YieldBOOST Bitcoin ETF | |||