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DGEFX vs EPSPX
DGEFX vs EPSPX Comparison
Open Charts DGEFX vs EPSPX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
NYLI Epoch Global Equity Yield
Price$24.63
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets802.27M
DGEFX vs EPSPX Comparison Chart in %
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DGEFX vs. EPSPX 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 EPSPX is a Buy.
FUNDAMENTALS
Fundamentals
EPSPX has more cash in the bank: 802M vs. DGEFX (473M). DGEFX pays higher dividends than EPSPX: DGEFX (2.44) vs EPSPX (1.87). 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 : 18.33 vs. EPSPX (11.00). DGEFX (75.26) and EPSPX (73.88) 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 | 10.869 | 13.599 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 15000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 802M | 59% |
| Annual Yield % from dividends | 2.44 | 1.87 | 130% |
| Returns for 1 year | 18.33 | 11.00 | 167% |
| Returns for 3 years | 34.09 | 42.59 | 80% |
| Returns for 5 years | 75.26 | 73.88 | 102% |
| Returns for 10 years | N/A | 52.68 | - |
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