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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$13.82
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets468.47M
Steward Global Equity Income Fund I
Price$36.77
Change+$0.27 (+0.74%)
VolumeN/A
Net Assets430.26M
DGEFX vs SGISX Comparison Chart in %
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DGEFX vs. SGISX commentary
Aug 10, 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 StrongBuy and SGISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. SGISX (430M). DGEFX pays higher dividends than SGISX: DGEFX (2.43) vs SGISX (1.91). 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 : 17.15 vs. SGISX (13.22). DGEFX return over 5 years is better than : 69.59 vs. SGISX (38.71).
| 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 | 11.514 | 12.440 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 430M | 109% |
| Annual Yield % from dividends | 2.43 | 1.91 | 127% |
| Returns for 1 year | 17.15 | 13.22 | 130% |
| Returns for 3 years | 32.28 | 25.60 | 126% |
| Returns for 5 years | 69.59 | 38.71 | 180% |
| Returns for 10 years | N/A | 55.68 | - |
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