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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$13.50
Change-$0.07 (-0.52%)
VolumeN/A
Net Assets465.49M
Wasatch Global Value Institutional
Price$10.46
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets134.76M
DGEFX vs WILCX Comparison Chart in %
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DGEFX vs. WILCX commentary
Jun 30, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. WILCX (135M). DGEFX (2.49) and WILCX (2.45) 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 (45.00) and WILCX (43.00) have comparable annual turnover. DGEFX has a lower initial minimum investment than WILCX: DGEFX (0) vs WILCX (100000). WILCX annual gain was more profitable for investors over the last year : 17.85 vs. DGEFX (16.95). WILCX return over 5 years is better than : 90.02 vs. DGEFX (76.88).
| 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 | 8.932 | 17.326 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 135M | 344% |
| Annual Yield % from dividends | 2.49 | 2.45 | 102% |
| Returns for 1 year | 16.95 | 17.85 | 95% |
| Returns for 3 years | 31.56 | 25.94 | 122% |
| Returns for 5 years | 76.88 | 90.02 | 85% |
| Returns for 10 years | N/A | 32.68 | - |