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DGEFX vs MDISX
DGEFX vs MDISX Comparison
Open Charts DGEFX vs MDISX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
Franklin Mutual Global Discovery Z
Price$33.06
Change+$0.09 (+0.27%)
VolumeN/A
Net Assets9.39B
DGEFX vs MDISX Comparison Chart in %
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DGEFX vs. MDISX 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 MDISX is a Buy.
FUNDAMENTALS
Fundamentals
MDISX has more cash in the bank: 9.39B vs. DGEFX (473M). DGEFX pays higher dividends than MDISX: DGEFX (2.44) vs MDISX (1.87). DGEFX was incepted earlier than MDISX: DGEFX (8 years) vs MDISX (33 years). DGEFX (1.08) is less costly to investors than MDISX (0.96). DGEFX is a more actively managed with annual turnover of: 45.00 vs. MDISX (34.55). DGEFX has a lower initial minimum investment than MDISX: DGEFX (0) vs MDISX (100000). DGEFX annual gain was more profitable for investors over the last year : 18.33 vs. MDISX (6.06). DGEFX return over 5 years is better than : 75.26 vs. MDISX (43.22).
| DGEFX | MDISX | DGEFX / MDISX | |
| Total Expense Ratio | 0.96 | 0.96 | 100% |
| Annual Report Gross Expense Ratio | 1.08 | 0.96 | 113% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 10.869 | 15.152 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 9.39B | 5% |
| Annual Yield % from dividends | 2.44 | 1.87 | 130% |
| Returns for 1 year | 18.33 | 6.06 | 302% |
| Returns for 3 years | 34.09 | 18.90 | 180% |
| Returns for 5 years | 75.26 | 43.22 | 174% |
| Returns for 10 years | N/A | 5.13 | - |
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