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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.22M
NYLI Epoch Global Equity Yield Inv Class
Price$24.96
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets811.67M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX 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 DGEFX is a StrongBuy and EPSIX is a Buy.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 812M vs. DGEFX (476M). DGEFX pays higher dividends than EPSIX: DGEFX (2.34) vs EPSIX (1.77). DGEFX was incepted earlier than EPSIX: DGEFX (8 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 : 14.31 vs. EPSIX (6.45). DGEFX return over 5 years is better than : 73.64 vs. EPSIX (67.18).
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.94 | 1.17 | 80% |
| Annual Report Gross Expense Ratio | 1.07 | 1.18 | 91% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 13.935 | 15.394 | 91% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 812M | 59% |
| Annual Yield % from dividends | 2.34 | 1.77 | 132% |
| Returns for 1 year | 14.31 | 6.45 | 222% |
| Returns for 3 years | 39.91 | 46.96 | 85% |
| Returns for 5 years | 73.64 | 67.18 | 110% |
| Returns for 10 years | N/A | 59.20 | - |
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