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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$14.00
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets487.49M
NAA World Equity Income Instl
Price$17.25
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets48.68M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Jan 15, 2026
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 SEWIX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 487M vs. SEWIX (48.7M). SEWIX (1.92) and DGEFX (1.92) 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 : 14.97 vs. SEWIX (12.37). DGEFX return over 5 years is better than : 55.51 vs. SEWIX (12.79).
| 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 | 2.115 | 2.192 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 487M | 48.7M | 1,000% |
| Annual Yield % from dividends | 1.92 | 1.92 | 100% |
| Returns for 1 year | 14.97 | 12.37 | 121% |
| Returns for 3 years | 30.48 | 29.26 | 104% |
| Returns for 5 years | 55.51 | 12.79 | 434% |
| Returns for 10 years | N/A | 72.27 | - |
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