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DGEFX vs EPSIX
DGEFX vs EPSIX Comparison
Open Charts DGEFX vs EPSIX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
NYLI Epoch Global Equity Yield Inv Class
Price$24.57
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets802.27M
DGEFX vs EPSIX Comparison Chart in %
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DGEFX vs. EPSIX commentary
Jul 07, 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: 802M vs. DGEFX (473M). DGEFX pays higher dividends than EPSIX: DGEFX (2.44) vs EPSIX (1.81). DGEFX was incepted earlier than EPSIX: DGEFX (8 years) vs EPSIX (16 years). EPSIX (1.18) is less costly to investors than DGEFX (1.08). 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 : 18.33 vs. EPSIX (10.91). DGEFX (75.26) and EPSIX (73.28) have equivalent 5 years return.
| DGEFX | EPSIX | DGEFX / EPSIX | |
| Total Expense Ratio | 0.96 | 1.17 | 82% |
| Annual Report Gross Expense Ratio | 1.08 | 1.18 | 92% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 10.869 | 13.591 | 80% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 802M | 59% |
| Annual Yield % from dividends | 2.44 | 1.81 | 135% |
| Returns for 1 year | 18.33 | 10.91 | 168% |
| Returns for 3 years | 34.09 | 42.24 | 81% |
| Returns for 5 years | 75.26 | 73.28 | 103% |
| Returns for 10 years | N/A | 52.09 | - |
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