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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
Scharf Global Opportunity Institutional
Price$37.16
Change-$0.43 (-1.14%)
VolumeN/A
Net Assets28.53M
DGEFX vs WRLDX Comparison Chart
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DGEFX vs. WRLDX commentary
Feb 23, 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: 511M vs. WRLDX (28.5M). DGEFX pays higher dividends than WRLDX: DGEFX (2.98) vs WRLDX (1.13). DGEFX was incepted earlier than WRLDX: DGEFX (8 years) vs WRLDX (10 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. WRLDX (34.13). 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 : 18.41 vs. WRLDX (7.16). DGEFX return over 5 years is better than : 41.56 vs. WRLDX (23.97).
| DGEFX | WRLDX | DGEFX / WRLDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 5.267 | 6.081 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 28.5M | 1,793% |
| Annual Yield % from dividends | 2.98 | 1.13 | 262% |
| Returns for 1 year | 18.41 | 7.16 | 257% |
| Returns for 3 years | 22.06 | 10.78 | 205% |
| Returns for 5 years | 41.56 | 23.97 | 173% |
| Returns for 10 years | N/A | 45.15 | - |
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