Ad is loading...
DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$12.97
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets478.3M
Steward Global Equity Income Fund I
Price$34.22
Change+$0.22 (+0.65%)
VolumeN/A
Net Assets395.21M
DGEFX vs SGISX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGISX commentary
May 09, 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: 478M vs. SGISX (395M). DGEFX pays higher dividends than SGISX: DGEFX (2.57) vs SGISX (2.19). DGEFX was incepted earlier than SGISX: DGEFX (8 years) vs SGISX (17 years). DGEFX (1.08) is less costly to investors than SGISX (1.01). SGISX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (51.00). 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 : 11.90 vs. SGISX (5.67). DGEFX return over 5 years is better than : 71.10 vs. SGISX (44.72).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.96 | 1.01 | 95% |
| Annual Report Gross Expense Ratio | 1.08 | 1.01 | 107% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 4.083 | 3.678 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 395M | 121% |
| Annual Yield % from dividends | 2.57 | 2.19 | 117% |
| Returns for 1 year | 11.90 | 5.67 | 210% |
| Returns for 3 years | 22.78 | 16.00 | 142% |
| Returns for 5 years | 71.10 | 44.72 | 159% |
| Returns for 10 years | N/A | 40.28 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers