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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$12.08
Change-$0.72 (-5.62%)
VolumeN/A
Net Assets456.11M
Wasatch Global Value Institutional
Price$9.32
Change-$0.51 (-5.19%)
VolumeN/A
Net Assets123.07M
DGEFX vs WILCX Comparison Chart
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DGEFX vs. WILCX commentary
Apr 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 Hold and WILCX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 456M vs. WILCX (123M). DGEFX (2.53) 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 : 5.57 vs. WILCX (3.64). WILCX return over 5 years is better than : 90.93 vs. DGEFX (75.62).
| 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 | -3.283 | 4.539 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 123M | 371% |
| Annual Yield % from dividends | 2.53 | 2.49 | 102% |
| Returns for 1 year | 5.57 | 3.64 | 153% |
| Returns for 3 years | 8.50 | 5.15 | 165% |
| Returns for 5 years | 75.62 | 90.93 | 83% |
| Returns for 10 years | N/A | 18.59 | - |
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