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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
Scharf Global Opportunity Institutional
Price$35.45
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets27.13M
DGEFX vs WRLDX Comparison Chart
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DGEFX vs. WRLDX commentary
Apr 26, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 470M vs. WRLDX (27.1M). DGEFX pays higher dividends than WRLDX: DGEFX (2.53) vs WRLDX (0.76). 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: 51.00 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 : 11.02 vs. WRLDX (4.86). DGEFX return over 5 years is better than : 69.49 vs. WRLDX (41.35).
| 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 | 1.361 | 1.399 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 27.1M | 1,734% |
| Annual Yield % from dividends | 2.53 | 0.76 | 332% |
| Returns for 1 year | 11.02 | 4.86 | 227% |
| Returns for 3 years | 15.31 | 8.20 | 187% |
| Returns for 5 years | 69.49 | 41.35 | 168% |
| Returns for 10 years | N/A | 34.74 | - |
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