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DGEFX vs EPSPX
DGEFX vs EPSPX Comparison
Open Charts DGEFX vs EPSPX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets468.2M
NYLI Epoch Global Equity Yield
Price$23.87
Change-$0.26 (-1.08%)
VolumeN/A
Net Assets775.02M
DGEFX vs EPSPX Comparison Chart
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DGEFX vs. EPSPX commentary
Jun 16, 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 EPSPX is a Buy.
FUNDAMENTALS
Fundamentals
EPSPX has more cash in the bank: 775M vs. DGEFX (468M). DGEFX pays higher dividends than EPSPX: DGEFX (2.49) vs EPSPX (2.03). DGEFX was incepted earlier than EPSPX: DGEFX (8 years) vs EPSPX (19 years). EPSPX (1.14) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 45.00 vs. EPSPX (18.00). DGEFX has a lower initial minimum investment than EPSPX: DGEFX (0) vs EPSPX (15000). DGEFX annual gain was more profitable for investors over the last year : 16.15 vs. EPSPX (7.99). DGEFX (70.99) and EPSPX (67.87) have equivalent 5 years return.
| DGEFX | EPSPX | DGEFX / EPSPX | |
| Total Expense Ratio | 0.96 | 1.09 | 88% |
| Annual Report Gross Expense Ratio | 1.08 | 1.14 | 95% |
| Fund Existence | 8 years | 19 years | - |
| Gain YTD | 7.766 | 9.327 | 83% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 775M | 60% |
| Annual Yield % from dividends | 2.49 | 2.03 | 123% |
| Returns for 1 year | 16.15 | 7.99 | 202% |
| Returns for 3 years | 32.84 | 39.87 | 82% |
| Returns for 5 years | 70.99 | 67.87 | 105% |
| Returns for 10 years | N/A | 41.92 | - |
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