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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
NYLI Epoch Global Equity Yield Inv Class
Price$26.10
Change+$0.52 (+2.03%)
VolumeN/A
Net Assets887.77M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX 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 DGEFX is a Buy and EPSIX is a Hold.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 888M vs. DGEFX (502M). EPSIX (1.90) and DGEFX (1.83) have matching dividends . DGEFX was incepted earlier than EPSIX: DGEFX (9 years) vs EPSIX (16 years). EPSIX (1.18) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. EPSIX (30.00). DGEFX has a lower initial minimum investment than EPSIX: DGEFX (0) vs EPSIX (2500). EPSIX annual gain was more profitable for investors over the last year : 17.56 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. EPSIX (58.81).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.94 | 1.17 | 80% |
| Annual Report Gross Expense Ratio | 1.07 | 1.18 | 91% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 6.200 | 5.583 | 111% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 888M | 57% |
| Annual Yield % from dividends | 1.83 | 1.90 | 97% |
| Returns for 1 year | 15.03 | 17.56 | 86% |
| Returns for 3 years | 36.76 | 39.74 | 92% |
| Returns for 5 years | 63.46 | 58.81 | 108% |
| Returns for 10 years | N/A | 82.63 | - |
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