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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$13.82
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets468.47M
Scharf Global Opportunity Institutional
Price$38.07
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets29.37M
DGEFX vs WRLDX Comparison Chart in %
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DGEFX vs. WRLDX commentary
Aug 09, 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 StrongBuy and WRLDX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. WRLDX (29.4M). DGEFX pays higher dividends than WRLDX: DGEFX (2.43) vs WRLDX (0.74). DGEFX was incepted earlier than WRLDX: DGEFX (8 years) vs WRLDX (11 years). WRLDX (1.39) is less costly to investors than DGEFX (1.07). 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 : 17.15 vs. WRLDX (9.13). DGEFX return over 5 years is better than : 69.59 vs. WRLDX (34.17).
| DGEFX | WRLDX | DGEFX / WRLDX | |
| Total Expense Ratio | 0.94 | 0.63 | 149% |
| Annual Report Gross Expense Ratio | 1.07 | 1.39 | 77% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 11.514 | 8.193 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 29.4M | 1,592% |
| Annual Yield % from dividends | 2.43 | 0.74 | 329% |
| Returns for 1 year | 17.15 | 9.13 | 188% |
| Returns for 3 years | 32.28 | 21.43 | 151% |
| Returns for 5 years | 69.59 | 34.17 | 204% |
| Returns for 10 years | N/A | 48.81 | - |
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