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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$12.78
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets505.38M
Scharf Global Opportunity Institutional
Price$35.61
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets27.64M
DGEFX vs WRLDX Comparison Chart
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DGEFX vs. WRLDX commentary
Jan 19, 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: 505M vs. WRLDX (27.6M). 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 : 17.29 vs. WRLDX (7.29). DGEFX return over 5 years is better than : 34.68 vs. WRLDX (17.92).
| 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 | 1.995 | 1.656 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 27.6M | 1,830% |
| Annual Yield % from dividends | 2.98 | 1.13 | 262% |
| Returns for 1 year | 17.29 | 7.29 | 237% |
| Returns for 3 years | 15.63 | 4.51 | 347% |
| Returns for 5 years | 34.68 | 17.92 | 194% |
| Returns for 10 years | N/A | 46.97 | - |
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