Interact to see
Advertisement
Advertisement
CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$15.70
Change-$0.15 (-0.95%)
VolumeN/A
Net Assets85.41M
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
CGVIX vs DGEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CGVIX vs. DGEFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. CGVIX (85.4M). DGEFX pays higher dividends than CGVIX: DGEFX (2.20) vs CGVIX (1.10). 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: 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 : 14.70 vs. CGVIX (4.30). DGEFX (70.58) and CGVIX (68.14) have equivalent 5 years return.
| 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 | 27.207 | 17.633 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 480M | 18% |
| Annual Yield % from dividends | 1.10 | 2.20 | 50% |
| Returns for 1 year | 4.30 | 14.70 | 29% |
| Returns for 3 years | 50.73 | 37.73 | 134% |
| Returns for 5 years | 68.14 | 70.58 | 97% |
| Returns for 10 years | 74.13 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers