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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$12.43
Change-$0.09 (-0.72%)
VolumeN/A
Net Assets468.44M
Steward Global Equity Income Fund I
Price$32.03
Change-$0.31 (-0.96%)
VolumeN/A
Net Assets372.32M
DGEFX vs SGISX Comparison Chart
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DGEFX vs. SGISX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. SGISX (372M). DGEFX pays higher dividends than SGISX: DGEFX (2.53) vs SGISX (2.18). 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 (51.00). 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 : 12.87 vs. SGISX (3.66). DGEFX return over 5 years is better than : 64.60 vs. SGISX (39.45).
| 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 | 0.240 | -1.384 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 372M | 126% |
| Annual Yield % from dividends | 2.53 | 2.18 | 116% |
| Returns for 1 year | 12.87 | 3.66 | 352% |
| Returns for 3 years | 11.45 | 3.75 | 305% |
| Returns for 5 years | 64.60 | 39.45 | 164% |
| Returns for 10 years | N/A | 34.67 | - |
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