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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$13.00
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets476.99M
Wasatch Global Value Institutional
Price$10.02
Change+$0.05 (+0.50%)
VolumeN/A
Net Assets131.3M
DGEFX vs WILCX Comparison Chart
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DGEFX vs. WILCX commentary
May 12, 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 WILCX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 477M vs. WILCX (131M). DGEFX (2.57) and WILCX (2.49) have matching dividends . DGEFX was incepted earlier than WILCX: DGEFX (8 years) vs WILCX (13 years). WILCX (1.14) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. WILCX (43.00). DGEFX has a lower initial minimum investment than WILCX: DGEFX (0) vs WILCX (100000). DGEFX annual gain was more profitable for investors over the last year : 11.15 vs. WILCX (10.11). WILCX return over 5 years is better than : 84.67 vs. DGEFX (71.10).
| DGEFX | WILCX | DGEFX / WILCX | |
| Total Expense Ratio | 0.96 | 0.95 | 101% |
| Annual Report Gross Expense Ratio | 1.08 | 1.14 | 95% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 4.083 | 12.390 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 131M | 364% |
| Annual Yield % from dividends | 2.57 | 2.49 | 103% |
| Returns for 1 year | 11.15 | 10.11 | 110% |
| Returns for 3 years | 23.21 | 19.59 | 118% |
| Returns for 5 years | 71.10 | 84.67 | 84% |
| Returns for 10 years | N/A | 24.42 | - |
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