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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$15.80
Change+$0.19 (+1.22%)
VolumeN/A
Net Assets269.24M
Destinations Equity Income I
Price$14.70
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets506.39M
CGVIX vs DGEFX Comparison Chart in %
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CGVIX vs. DGEFX commentary
Feb 05, 2026
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 CGVIX is a Buy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 506M vs. CGVIX (269M). DGEFX pays higher dividends than CGVIX: DGEFX (1.83) vs CGVIX (0.65). CGVIX was incepted earlier than DGEFX: CGVIX (18 years) vs DGEFX (9 years). CGVIX (1.19) is less costly to investors than DGEFX (1.07). CGVIX is a more actively managed with annual turnover of: 68.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than CGVIX: DGEFX (0) vs CGVIX (1000000). CGVIX annual gain was more profitable for investors over the last year : 22.30 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. CGVIX (44.40).
| CGVIX | DGEFX | CGVIX / DGEFX | |
| Total Expense Ratio | 0.85 | 0.94 | 90% |
| Annual Report Gross Expense Ratio | 1.19 | 1.07 | 111% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 2.765 | 6.200 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 506M | 53% |
| Annual Yield % from dividends | 0.65 | 1.83 | 36% |
| Returns for 1 year | 22.30 | 15.03 | 148% |
| Returns for 3 years | 30.48 | 36.76 | 83% |
| Returns for 5 years | 44.40 | 63.46 | 70% |
| Returns for 10 years | 95.25 | N/A | - |
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