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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$13.63
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets465.39M
Scharf Global Opportunity Institutional
Price$38.00
Change+$0.22 (+0.58%)
VolumeN/A
Net Assets29.03M
DGEFX vs WRLDX Comparison Chart in %
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DGEFX vs. WRLDX commentary
Jul 17, 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: 465M vs. WRLDX (29M). DGEFX pays higher dividends than WRLDX: DGEFX (2.44) vs WRLDX (0.73). 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 : 12.80 vs. WRLDX (5.68). DGEFX return over 5 years is better than : 70.16 vs. WRLDX (38.43).
| 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 | 9.416 | 7.850 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 29M | 1,603% |
| Annual Yield % from dividends | 2.44 | 0.73 | 334% |
| Returns for 1 year | 12.80 | 5.68 | 225% |
| Returns for 3 years | 34.00 | 24.33 | 140% |
| Returns for 5 years | 70.16 | 38.43 | 183% |
| Returns for 10 years | N/A | 46.55 | - |
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