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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
NYLI Epoch Global Equity Yield Inv Class
Price$25.55
Change+$0.10 (+0.39%)
VolumeN/A
Net Assets832.15M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX commentary
Oct 18, 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 DGEFX is a Hold and EPSIX is a Hold.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 832M vs. DGEFX (478M). DGEFX pays higher dividends than EPSIX: DGEFX (2.18) vs EPSIX (1.72). 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 (18.00). DGEFX has a lower initial minimum investment than EPSIX: DGEFX (0) vs EPSIX (2500). DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. EPSIX (5.25). DGEFX return over 5 years is better than : 75.47 vs. EPSIX (70.53).
| 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 | 15.606 | 18.487 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 832M | 57% |
| Annual Yield % from dividends | 2.18 | 1.72 | 127% |
| Returns for 1 year | 11.86 | 5.25 | 226% |
| Returns for 3 years | 47.24 | 57.54 | 82% |
| Returns for 5 years | 75.47 | 70.53 | 107% |
| Returns for 10 years | N/A | 57.47 | - |
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