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DGEFX vs HWGIX
DGEFX vs HWGIX Comparison
Open Charts DGEFX vs HWGIX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.93M
Hotchkis & Wiley Global Value I
Price$15.79
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets40.24M
DGEFX vs HWGIX Comparison Chart in %
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DGEFX vs. HWGIX commentary
Dec 27, 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 Hold and HWGIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 489M vs. HWGIX (40.2M). DGEFX pays higher dividends than HWGIX: DGEFX (2.13) vs HWGIX (1.20). DGEFX was incepted earlier than HWGIX: DGEFX (9 years) vs HWGIX (13 years). DGEFX (1.07) and HWGIX (1.06) have similar cost to investors . HWGIX is a more actively managed with annual turnover of: 51.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than HWGIX: DGEFX (0) vs HWGIX (250000). HWGIX annual gain was more profitable for investors over the last year : 12.46 vs. DGEFX (11.62). DGEFX return over 5 years is better than : 60.41 vs. HWGIX (38.84).
| DGEFX | HWGIX | DGEFX / HWGIX | |
| Total Expense Ratio | 0.94 | 0.70 | 134% |
| Annual Report Gross Expense Ratio | 1.07 | 1.06 | 101% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.526 | 13.352 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 40.2M | 1,216% |
| Annual Yield % from dividends | 2.13 | 1.20 | 177% |
| Returns for 1 year | 11.62 | 12.46 | 93% |
| Returns for 3 years | 33.14 | 28.22 | 117% |
| Returns for 5 years | 60.41 | 38.84 | 156% |
| Returns for 10 years | N/A | 64.59 | - |
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