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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
Steward Global Equity Income Fund I
Price$35.80
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets414.16M
DGEFX vs SGISX Comparison Chart
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DGEFX vs. SGISX commentary
Jun 07, 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: 467M vs. SGISX (414M). DGEFX pays higher dividends than SGISX: DGEFX (2.49) vs SGISX (2.10). 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 (45.00). 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 : 14.14 vs. SGISX (8.19). DGEFX return over 5 years is better than : 60.01 vs. SGISX (35.32).
| 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 | 6.885 | 8.313 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 414M | 113% |
| Annual Yield % from dividends | 2.49 | 2.10 | 119% |
| Returns for 1 year | 14.14 | 8.19 | 173% |
| Returns for 3 years | 20.89 | 16.94 | 123% |
| Returns for 5 years | 60.01 | 35.32 | 170% |
| Returns for 10 years | N/A | 50.77 | - |
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