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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$13.63
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets465.39M
Steward Global Equity Income Fund I
Price$36.40
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets423.9M
DGEFX vs SGISX Comparison Chart in %
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DGEFX vs. SGISX commentary
Jul 17, 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 SGISX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. SGISX (424M). DGEFX pays higher dividends than SGISX: DGEFX (2.44) vs SGISX (1.88). DGEFX was incepted earlier than SGISX: DGEFX (8 years) vs SGISX (17 years). DGEFX (1.07) is less costly to investors than SGISX (1.01). 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 : 12.80 vs. SGISX (7.01). DGEFX return over 5 years is better than : 70.16 vs. SGISX (40.72).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.94 | 1.01 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 1.01 | 106% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 9.416 | 10.758 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 424M | 110% |
| Annual Yield % from dividends | 2.44 | 1.88 | 130% |
| Returns for 1 year | 12.80 | 7.01 | 183% |
| Returns for 3 years | 34.00 | 29.98 | 113% |
| Returns for 5 years | 70.16 | 40.72 | 172% |
| Returns for 10 years | N/A | 52.21 | - |
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