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DGEFX vs TBHDX
DGEFX vs TBHDX Comparison
Open Charts DGEFX vs TBHDX
Destinations Equity Income I
Price$12.50
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets493.97M
Tweedy, Browne Worldwide Hi Div Yld Val
Price$5.34
Change+$0.02 (+0.38%)
VolumeN/A
Net Assets58.11M
DGEFX vs TBHDX Comparison Chart
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DGEFX vs. TBHDX commentary
Jan 16, 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 TBHDX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 494M vs. TBHDX (58.1M). DGEFX pays higher dividends than TBHDX: DGEFX (2.98) vs TBHDX (2.20). DGEFX was incepted earlier than TBHDX: DGEFX (8 years) vs TBHDX (17 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. TBHDX (11.00). DGEFX has a lower initial minimum investment than TBHDX: DGEFX (0) vs TBHDX (2500). DGEFX annual gain was more profitable for investors over the last year : 12.81 vs. TBHDX (-4.56). DGEFX return over 5 years is better than : 31.97 vs. TBHDX (-28.26).
| DGEFX | TBHDX | DGEFX / TBHDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | -0.239 | -1.111 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 494M | 58.1M | 850% |
| Annual Yield % from dividends | 2.98 | 2.20 | 135% |
| Returns for 1 year | 12.81 | -4.56 | -281% |
| Returns for 3 years | 12.08 | -15.96 | -76% |
| Returns for 5 years | 31.97 | -28.26 | -113% |
| Returns for 10 years | N/A | -36.86 | - |
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