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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
Scharf Global Opportunity Institutional
Price$36.10
Change-$0.92 (-2.49%)
VolumeN/A
Net Assets28.35M
DGEFX vs WRLDX Comparison Chart
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DGEFX vs. WRLDX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 497M vs. WRLDX (28.3M). DGEFX pays higher dividends than WRLDX: DGEFX (2.53) vs WRLDX (0.76). DGEFX was incepted earlier than WRLDX: DGEFX (8 years) vs WRLDX (10 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 : 14.14 vs. WRLDX (7.06). DGEFX return over 5 years is better than : 91.18 vs. WRLDX (62.00).
| 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 | 10 years | - |
| Gain YTD | 5.284 | 5.681 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 28.3M | 1,756% |
| Annual Yield % from dividends | 2.53 | 0.76 | 332% |
| Returns for 1 year | 14.14 | 7.06 | 200% |
| Returns for 3 years | 17.63 | 7.14 | 247% |
| Returns for 5 years | 91.18 | 62.00 | 147% |
| Returns for 10 years | N/A | 45.84 | - |
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