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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$15.18
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets64.01M
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.22M
CGVIX vs DGEFX Comparison Chart in %
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CGVIX vs. DGEFX commentary
Sep 08, 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 CGVIX is a Buy and DGEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. CGVIX (64M). DGEFX pays higher dividends than CGVIX: DGEFX (2.34) vs CGVIX (1.14). CGVIX was incepted earlier than DGEFX: CGVIX (17 years) vs DGEFX (8 years). CGVIX (1.19) is less costly to investors than DGEFX (1.07). CGVIX is a more actively managed with annual turnover of: 85.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than CGVIX: DGEFX (0) vs CGVIX (1000000). DGEFX annual gain was more profitable for investors over the last year : 14.31 vs. CGVIX (1.14). CGVIX return over 5 years is better than : 81.48 vs. DGEFX (73.64).
| CGVIX | DGEFX | CGVIX / DGEFX | |
| Total Expense Ratio | 0.85 | 0.94 | 90% |
| Annual Report Gross Expense Ratio | 1.19 | 1.07 | 111% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 21.830 | 13.935 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64M | 476M | 13% |
| Annual Yield % from dividends | 1.14 | 2.34 | 49% |
| Returns for 1 year | 1.14 | 14.31 | 8% |
| Returns for 3 years | 56.62 | 39.91 | 142% |
| Returns for 5 years | 81.48 | 73.64 | 111% |
| Returns for 10 years | 63.51 | N/A | - |
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