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DGEFX vs WRLDX
DGEFX vs WRLDX Comparison
Open Charts DGEFX vs WRLDX
Destinations Equity Income I
Price$12.82
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
Scharf Global Opportunity Institutional
Price$35.49
Change-$1.29 (-3.51%)
VolumeN/A
CapitalizationN/A
DGEFX vs WRLDX Comparison Chart
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DGEFX vs. WRLDX commentary
Dec 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 Hold and WRLDX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 515M vs. WRLDX (28M). 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 : 16.30 vs. WRLDX (7.12). DGEFX return over 5 years is better than : 36.26 vs. WRLDX (12.72).
| 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 | 15.007 | 5.199 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 28M | 1,839% |
| Annual Yield % from dividends | 2.98 | 1.13 | 262% |
| Returns for 1 year | 16.30 | 7.12 | 229% |
| Returns for 3 years | 20.57 | 6.52 | 316% |
| Returns for 5 years | 36.26 | 12.72 | 285% |
| Returns for 10 years | N/A | 44.68 | - |
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