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DGEFX vs HWGIX
DGEFX vs HWGIX Comparison
Open Charts DGEFX vs HWGIX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Hotchkis & Wiley Global Value I
Price$16.48
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets39.92M
DGEFX vs HWGIX Comparison Chart in %
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DGEFX vs. HWGIX commentary
Oct 20, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. HWGIX (39.9M). DGEFX pays higher dividends than HWGIX: DGEFX (2.18) 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). DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. HWGIX (0.93). HWGIX return over 5 years is better than : 81.32 vs. DGEFX (75.47).
| 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 | 15.606 | 18.306 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 39.9M | 1,198% |
| Annual Yield % from dividends | 2.18 | 1.20 | 182% |
| Returns for 1 year | 11.86 | 0.93 | 1,279% |
| Returns for 3 years | 47.24 | 38.63 | 122% |
| Returns for 5 years | 75.47 | 81.32 | 93% |
| Returns for 10 years | N/A | 58.54 | - |
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