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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$12.85
Change-$0.05 (-0.39%)
VolumeN/A
CapitalizationN/A
Scharf Global Opportunity Institutional
Price$36.98
Change-$0.08 (-0.22%)
VolumeN/A
CapitalizationN/A
DGEFX vs WRLDX Comparison Chart
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DGEFX vs. WRLDX commentary
Nov 18, 2024
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 StrongBuy and WRLDX is a Sell.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 582M vs. WRLDX (28.4M). 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 : 22.51 vs. WRLDX (14.61). DGEFX return over 5 years is better than : 38.72 vs. WRLDX (20.18).
| 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 | 15.276 | 8.765 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 28.4M | 2,049% |
| Annual Yield % from dividends | 2.98 | 1.13 | 262% |
| Returns for 1 year | 22.51 | 14.61 | 154% |
| Returns for 3 years | 20.54 | -0.24 | -8,519% |
| Returns for 5 years | 38.72 | 20.18 | 192% |
| Returns for 10 years | N/A | 49.94 | - |
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