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DGEFX vs SEWIX
DGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIX
Destinations Equity Income I
Price$14.69
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets484.61M
NAA World Equity Income Instl
Price$19.10
Change-$0.23 (-1.19%)
VolumeN/A
Net Assets48.81M
DGEFX vs SEWIX Comparison Chart in %
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DGEFX vs. SEWIX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 485M vs. SEWIX (48.8M). SEWIX (2.19) and DGEFX (2.13) 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 : 16.53 vs. SEWIX (13.68). DGEFX return over 5 years is better than : 66.09 vs. SEWIX (32.19).
| 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 | 19.417 | 23.580 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 48.8M | 994% |
| Annual Yield % from dividends | 2.13 | 2.19 | 97% |
| Returns for 1 year | 16.53 | 13.68 | 121% |
| Returns for 3 years | 37.20 | 45.53 | 82% |
| Returns for 5 years | 66.09 | 32.19 | 205% |
| Returns for 10 years | N/A | 82.75 | - |
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