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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
NAA World Equity Income Instl
Price$17.26
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets46.85M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX 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 SEWIX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 473M vs. SEWIX (46.8M). DGEFX pays higher dividends than SEWIX: DGEFX (2.44) vs SEWIX (2.11). DGEFX was incepted earlier than SEWIX: DGEFX (8 years) vs SEWIX (14 years). SEWIX (1.24) is less costly to investors than DGEFX (1.08). 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 : 18.33 vs. SEWIX (5.81). DGEFX return over 5 years is better than : 75.26 vs. SEWIX (34.74).
| DGEFX | SEWIX | DGEFX / SEWIX | |
| Total Expense Ratio | 0.96 | 0.92 | 104% |
| Annual Report Gross Expense Ratio | 1.08 | 1.24 | 87% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | 10.869 | 9.667 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 46.8M | 1,011% |
| Annual Yield % from dividends | 2.44 | 2.11 | 116% |
| Returns for 1 year | 18.33 | 5.81 | 315% |
| Returns for 3 years | 34.09 | 36.04 | 95% |
| Returns for 5 years | 75.26 | 34.74 | 217% |
| Returns for 10 years | N/A | 56.95 | - |
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