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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$14.23
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets479.74M
Steward Global Equity Income Fund I
Price$39.11
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets453.41M
DGEFX vs SGISX Comparison Chart in %
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DGEFX vs. SGISX commentary
Sep 18, 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: 480M vs. SGISX (453M). DGEFX pays higher dividends than SGISX: DGEFX (2.34) vs SGISX (1.81). DGEFX was incepted earlier than SGISX: DGEFX (9 years) vs SGISX (17 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). SGISX annual gain was more profitable for investors over the last year : 14.59 vs. DGEFX (13.50). DGEFX return over 5 years is better than : 76.29 vs. SGISX (46.57).
| 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 | 17 years | - |
| Gain YTD | 14.822 | 19.228 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 453M | 106% |
| Annual Yield % from dividends | 2.34 | 1.81 | 129% |
| Returns for 1 year | 13.50 | 14.59 | 92% |
| Returns for 3 years | 40.62 | 41.73 | 97% |
| Returns for 5 years | 76.29 | 46.57 | 164% |
| Returns for 10 years | N/A | 75.07 | - |
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