DGEFX
Price
$12.80
Change
+$0.14 (+1.11%)
Updated
Apr 24 closing price
Net Assets
470.17M
UGEIX
Price
$10.77
Change
+$0.05 (+0.47%)
Updated
Apr 23 closing price
Net Assets
60.21M
Ad is loading...

DGEFX vs UGEIX

Header iconDGEFX vs UGEIX Comparison
Open Charts DGEFX vs UGEIXBanner chart's image
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
Victory Global Equity Income
Price$10.77
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets60.21M
DGEFX vs UGEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
DGEFX vs. UGEIX commentary
Apr 25, 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 Buy.

Ad is loading...
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 470M vs. UGEIX (60.2M). DGEFX pays higher dividends than UGEIX: DGEFX (2.53) vs UGEIX (1.85). DGEFX was incepted earlier than UGEIX: DGEFX (8 years) vs UGEIX (10 years). UGEIX (1.19) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. UGEIX (43.00). 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 : 10.76 vs. UGEIX (-11.24). DGEFX return over 5 years is better than : 68.96 vs. UGEIX (31.79).
DGEFXUGEIXDGEFX / UGEIX
Total Expense Ratio0.961.0294%
Annual Report Gross Expense Ratio1.081.1991%
Fund Existence8 years10 years-
Gain YTD1.0412.45642%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets470M60.2M781%
Annual Yield % from dividends2.531.85137%
Returns for 1 year10.76-11.24-96%
Returns for 3 years14.38-5.29-272%
Returns for 5 years68.9631.79217%
Returns for 10 yearsN/AN/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FLCKX32.32N/A
N/A
Fidelity Leveraged Company Stock K
RSLBX52.15N/A
N/A
American Funds SMALLCAP World R2
GMSMX16.96N/A
N/A
GuideMark® Small/Mid Cap Core Service
GSURX53.50N/A
N/A
Goldman Sachs US Equity Insights R
FCVFX28.10N/A
N/A
Fidelity Advisor Value C