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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$13.32
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets468.37M
Scharf Global Opportunity Institutional
Price$37.23
Change+$0.19 (+0.51%)
VolumeN/A
Net Assets28.92M
DGEFX vs WRLDX Comparison Chart
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DGEFX vs. WRLDX commentary
Jun 01, 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: 468M vs. WRLDX (28.9M). 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 : 15.23 vs. WRLDX (9.87). DGEFX return over 5 years is better than : 69.02 vs. WRLDX (42.72).
| 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 | 6.645 | 6.280 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 28.9M | 1,619% |
| Annual Yield % from dividends | 2.49 | 0.75 | 332% |
| Returns for 1 year | 15.23 | 9.87 | 154% |
| Returns for 3 years | 20.82 | 14.09 | 148% |
| Returns for 5 years | 69.02 | 42.72 | 162% |
| Returns for 10 years | N/A | 44.52 | - |
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