DGEFX
Price
$14.37
Change
+$0.06 (+0.42%)
Updated
Oct 24 closing price
Net Assets
481M
UGEIX
Price
$12.75
Change
+$0.06 (+0.47%)
Updated
Oct 24 closing price
Net Assets
70.26M
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DGEFX vs UGEIX

Header iconDGEFX vs UGEIX Comparison
Open Charts DGEFX vs UGEIXBanner chart's image
Destinations Equity Income I
Price$14.37
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets481M
Victory Global Equity Income
Price$12.75
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets70.26M
DGEFX vs UGEIX Comparison Chart in %
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DGEFX vs. UGEIX commentary
Oct 27, 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 UGEIX is a Hold.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 481M vs. UGEIX (70.3M). DGEFX pays higher dividends than UGEIX: DGEFX (2.18) vs UGEIX (1.66). DGEFX was incepted earlier than UGEIX: DGEFX (9 years) vs UGEIX (10 years). UGEIX (1.18) is less costly to investors than DGEFX (1.07). UGEIX is a more actively managed with annual turnover of: 83.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than UGEIX: DGEFX (0) vs UGEIX (3000). DGEFX annual gain was more profitable for investors over the last year : 13.86 vs. UGEIX (-1.71). DGEFX return over 5 years is better than : 77.20 vs. UGEIX (33.15).
DGEFXUGEIXDGEFX / UGEIX
Total Expense Ratio0.941.0391%
Annual Report Gross Expense Ratio1.071.1891%
Fund Existence9 years10 years-
Gain YTD16.49823.58970%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets481M70.3M684%
Annual Yield % from dividends2.181.66131%
Returns for 1 year13.86-1.71-809%
Returns for 3 years44.4326.40168%
Returns for 5 years77.2033.15233%
Returns for 10 yearsN/A52.35-
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