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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$14.22
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets480.34M
Wasatch Global Value Institutional
Price$11.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets141.21M
DGEFX vs WILCX Comparison Chart in %
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DGEFX vs. WILCX commentary
Oct 10, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. WILCX (141M). WILCX (2.29) and DGEFX (2.18) have matching dividends . DGEFX was incepted earlier than WILCX: DGEFX (9 years) vs WILCX (14 years). WILCX (1.14) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. WILCX (25.00). DGEFX has a lower initial minimum investment than WILCX: DGEFX (0) vs WILCX (100000). WILCX (13.53) and DGEFX (13.19) have marching annual gain over last year. WILCX return over 5 years is better than : 84.96 vs. DGEFX (73.51).
| DGEFX | WILCX | DGEFX / WILCX | |
| Total Expense Ratio | 0.94 | 0.95 | 99% |
| Annual Report Gross Expense Ratio | 1.07 | 1.14 | 94% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 15.282 | 25.486 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 141M | 340% |
| Annual Yield % from dividends | 2.18 | 2.29 | 96% |
| Returns for 1 year | 13.19 | 13.53 | 98% |
| Returns for 3 years | 51.41 | 47.57 | 108% |
| Returns for 5 years | 73.51 | 84.96 | 87% |
| Returns for 10 years | N/A | 48.94 | - |
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