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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$12.87
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets511.6M
Steward Global Equity Income Fund I
Price$34.21
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets387.56M
DGEFX vs SGISX Comparison Chart
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DGEFX vs. SGISX commentary
Jan 23, 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: 512M vs. SGISX (388M). DGEFX pays higher dividends than SGISX: DGEFX (2.98) vs SGISX (2.48). DGEFX was incepted earlier than SGISX: DGEFX (8 years) vs SGISX (17 years). SGISX is a more actively managed with annual turnover of: 53.00 vs. DGEFX (46.00). 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 : 17.17 vs. SGISX (11.36). DGEFX return over 5 years is better than : 37.11 vs. SGISX (18.79).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 2.713 | 4.045 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 388M | 132% |
| Annual Yield % from dividends | 2.98 | 2.48 | 120% |
| Returns for 1 year | 17.17 | 11.36 | 151% |
| Returns for 3 years | 19.20 | 9.79 | 196% |
| Returns for 5 years | 37.11 | 18.79 | 197% |
| Returns for 10 years | N/A | 42.72 | - |
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