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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$14.30
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets475.13M
Steward Global Equity Income Fund I
Price$38.46
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets444.08M
DGEFX vs SGISX Comparison Chart in %
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DGEFX vs. SGISX commentary
Nov 26, 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 Hold and SGISX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. SGISX (444M). DGEFX pays higher dividends than SGISX: DGEFX (2.20) vs SGISX (1.66). DGEFX was incepted earlier than SGISX: DGEFX (9 years) vs SGISX (18 years). DGEFX (1.07) is less costly to investors than SGISX (1.01). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGISX (37.00). DGEFX has a lower initial minimum investment than SGISX: DGEFX (0) vs SGISX (100000). DGEFX (11.66) and SGISX (11.22) have marching annual gain over last year. DGEFX return over 5 years is better than : 64.12 vs. SGISX (29.34).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.94 | 1.01 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 1.01 | 106% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 15.931 | 18.022 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 444M | 107% |
| Annual Yield % from dividends | 2.20 | 1.66 | 133% |
| Returns for 1 year | 11.66 | 11.22 | 104% |
| Returns for 3 years | 32.63 | 32.98 | 99% |
| Returns for 5 years | 64.12 | 29.34 | 219% |
| Returns for 10 years | N/A | 61.20 | - |
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