DGEFX
Price
$14.25
Change
-$0.01 (-0.07%)
Updated
Sep 15 closing price
Net Assets
480.11M
UGEIX
Price
$12.53
Change
-$0.02 (-0.16%)
Updated
Sep 15 closing price
Net Assets
68.95M
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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$14.25
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets480.11M
Victory Global Equity Income
Price$12.53
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets68.95M
DGEFX vs UGEIX Comparison Chart in %
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DGEFX vs. UGEIX commentary
Sep 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 UGEIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. UGEIX (69M). DGEFX pays higher dividends than UGEIX: DGEFX (2.34) vs UGEIX (1.85). DGEFX was incepted earlier than UGEIX: DGEFX (8 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 : 14.28 vs. UGEIX (-2.52). DGEFX return over 5 years is better than : 74.50 vs. UGEIX (32.55).
DGEFXUGEIXDGEFX / UGEIX
Total Expense Ratio0.941.0391%
Annual Report Gross Expense Ratio1.071.1891%
Fund Existence8 years10 years-
Gain YTD14.98421.24571%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets480M69M696%
Annual Yield % from dividends2.341.85127%
Returns for 1 year14.28-2.52-566%
Returns for 3 years40.8224.52167%
Returns for 5 years74.5032.55229%
Returns for 10 yearsN/A56.63-
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