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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$14.73
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets486.11M
NYLI Epoch Global Equity Yield Inv Class
Price$24.87
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets849.79M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX commentary
Dec 13, 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 Buy and EPSIX is a Buy.
FUNDAMENTALS
Fundamentals
EPSIX has more cash in the bank: 850M vs. DGEFX (486M). DGEFX pays higher dividends than EPSIX: DGEFX (2.13) vs EPSIX (1.69). 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 : 16.53 vs. EPSIX (12.47). DGEFX return over 5 years is better than : 66.09 vs. EPSIX (54.76).
| 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 | 19.417 | 15.334 | 127% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 486M | 850M | 57% |
| Annual Yield % from dividends | 2.13 | 1.69 | 126% |
| Returns for 1 year | 16.53 | 12.47 | 133% |
| Returns for 3 years | 37.20 | 35.95 | 103% |
| Returns for 5 years | 66.09 | 54.76 | 121% |
| Returns for 10 years | N/A | 73.50 | - |
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