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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
NAA World Equity Income Instl
Price$17.73
Change-$0.47 (-2.58%)
VolumeN/A
Net Assets49.26M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Feb 04, 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 Buy and SEWIX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. SEWIX (49.3M). SEWIX (1.86) and DGEFX (1.83) 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: 108.00 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 : 15.03 vs. SEWIX (12.13). DGEFX return over 5 years is better than : 63.46 vs. SEWIX (15.59).
| 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 | 6.200 | 5.036 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 49.3M | 1,018% |
| Annual Yield % from dividends | 1.83 | 1.86 | 99% |
| Returns for 1 year | 15.03 | 12.13 | 124% |
| Returns for 3 years | 36.76 | 31.74 | 116% |
| Returns for 5 years | 63.46 | 15.59 | 407% |
| Returns for 10 years | N/A | 72.05 | - |
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