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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$12.59
Change+$0.12 (+0.96%)
VolumeN/A
CapitalizationN/A
Steward Global Equity Income Fund I
Price$32.88
Change+$0.32 (+0.98%)
VolumeN/A
CapitalizationN/A
DGEFX vs SGISX Comparison Chart
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DGEFX vs. SGISX commentary
Dec 23, 2024
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 SGISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. SGISX (370M). DGEFX pays higher dividends than SGISX: DGEFX (2.98) vs SGISX (2.48). DGEFX was incepted earlier than SGISX: DGEFX (8 years) vs SGISX (17 years). SGISX is a more actively managed with annual turnover of: 53.00 vs. DGEFX (46.00). 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 : 14.11 vs. SGISX (7.34). DGEFX return over 5 years is better than : 33.34 vs. SGISX (15.57).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 12.943 | 6.255 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 370M | 136% |
| Annual Yield % from dividends | 2.98 | 2.48 | 120% |
| Returns for 1 year | 14.11 | 7.34 | 192% |
| Returns for 3 years | 17.90 | 5.90 | 304% |
| Returns for 5 years | 33.34 | 15.57 | 214% |
| Returns for 10 years | N/A | 35.68 | - |
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