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CGVIX vs DGEFX
CGVIX vs DGEFX Comparison
Open Charts CGVIX vs DGEFX
Causeway Global Value Inst
Price$15.63
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets263.84M
Destinations Equity Income I
Price$14.10
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets490.64M
CGVIX vs DGEFX Comparison Chart in %
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CGVIX vs. DGEFX commentary
Jan 15, 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 Hold and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 491M vs. CGVIX (264M). DGEFX pays higher dividends than CGVIX: DGEFX (1.92) vs CGVIX (0.67). 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 : 28.14 vs. DGEFX (15.14). DGEFX return over 5 years is better than : 57.84 vs. CGVIX (44.97).
| 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 | 2.897 | 2.845 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 491M | 54% |
| Annual Yield % from dividends | 0.67 | 1.92 | 35% |
| Returns for 1 year | 28.14 | 15.14 | 186% |
| Returns for 3 years | 35.14 | 31.42 | 112% |
| Returns for 5 years | 44.97 | 57.84 | 78% |
| Returns for 10 years | 95.29 | N/A | - |
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