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DGEFX vs TBHDX
DGEFX vs TBHDX Comparison
Open Charts DGEFX vs TBHDX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
Tweedy, Browne Worldwide Hi Div Yld Val
Price$6.26
Change+$0.01 (+0.16%)
VolumeN/A
Net Assets63.87M
DGEFX vs TBHDX Comparison Chart
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DGEFX vs. TBHDX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 467M vs. TBHDX (63.9M). DGEFX pays higher dividends than TBHDX: DGEFX (2.49) vs TBHDX (2.18). DGEFX was incepted earlier than TBHDX: DGEFX (8 years) vs TBHDX (18 years). TBHDX (1.51) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 45.00 vs. TBHDX (16.00). 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 : 14.14 vs. TBHDX (4.25). DGEFX return over 5 years is better than : 60.01 vs. TBHDX (-4.50).
| DGEFX | TBHDX | DGEFX / TBHDX | |
| Total Expense Ratio | 0.96 | 1.40 | 69% |
| Annual Report Gross Expense Ratio | 1.08 | 1.51 | 72% |
| Fund Existence | 8 years | 18 years | - |
| Gain YTD | 6.885 | 15.741 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 63.9M | 731% |
| Annual Yield % from dividends | 2.49 | 2.18 | 114% |
| Returns for 1 year | 14.14 | 4.25 | 333% |
| Returns for 3 years | 20.89 | 8.36 | 250% |
| Returns for 5 years | 60.01 | -4.50 | -1,335% |
| Returns for 10 years | N/A | -28.19 | - |
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