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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$13.53
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets465.2M
Scharf Global Opportunity Institutional
Price$37.89
Change+$0.45 (+1.20%)
VolumeN/A
Net Assets28.2M
DGEFX vs WRLDX Comparison Chart in %
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DGEFX vs. WRLDX commentary
Jun 25, 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 WRLDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. WRLDX (28.2M). DGEFX pays higher dividends than WRLDX: DGEFX (2.49) vs WRLDX (0.75). DGEFX was incepted earlier than WRLDX: DGEFX (8 years) vs WRLDX (11 years). WRLDX (1.39) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 45.00 vs. WRLDX (31.87). DGEFX has a lower initial minimum investment than WRLDX: DGEFX (0) vs WRLDX (10000). DGEFX annual gain was more profitable for investors over the last year : 14.33 vs. WRLDX (8.24). DGEFX return over 5 years is better than : 71.98 vs. WRLDX (40.61).
| DGEFX | WRLDX | DGEFX / WRLDX | |
| Total Expense Ratio | 0.96 | 0.63 | 152% |
| Annual Report Gross Expense Ratio | 1.08 | 1.39 | 78% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 7.686 | 6.880 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 28.2M | 1,649% |
| Annual Yield % from dividends | 2.49 | 0.75 | 332% |
| Returns for 1 year | 14.33 | 8.24 | 174% |
| Returns for 3 years | 29.83 | 21.29 | 140% |
| Returns for 5 years | 71.98 | 40.61 | 177% |
| Returns for 10 years | N/A | 46.41 | - |
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