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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
NAA World Equity Income Instl
Price$18.59
Change-$0.21 (-1.12%)
VolumeN/A
Net Assets47.94M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Nov 14, 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 SEWIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. SEWIX (47.9M). SEWIX (2.26) and DGEFX (2.20) have matching dividends . DGEFX was incepted earlier than SEWIX: DGEFX (9 years) vs SEWIX (15 years). SEWIX (1.24) is less costly to investors than DGEFX (1.07). SEWIX is a more actively managed with annual turnover of: 122.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than SEWIX: DGEFX (0) vs SEWIX (2000000). DGEFX annual gain was more profitable for investors over the last year : 14.08 vs. SEWIX (9.93). DGEFX return over 5 years is better than : 69.53 vs. SEWIX (33.05).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | 0.94 | 0.92 | 102% |
| Annual Report Gross Expense Ratio | 1.07 | 1.24 | 86% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 16.903 | 20.192 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 47.9M | 1,002% |
| Annual Yield % from dividends | 2.20 | 2.26 | 97% |
| Returns for 1 year | 14.08 | 9.93 | 142% |
| Returns for 3 years | 37.59 | 44.40 | 85% |
| Returns for 5 years | 69.53 | 33.05 | 210% |
| Returns for 10 years | N/A | 78.16 | - |
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