DGEFX
Price
$14.00
Change
-$0.01 (-0.07%)
Updated
Jan 13 closing price
Net Assets
487.49M
SEWIX
Price
$17.25
Change
+$0.02 (+0.12%)
Updated
Jan 13 closing price
Net Assets
48.68M
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DGEFX vs SEWIX

Header iconDGEFX vs SEWIX Comparison
Open Charts DGEFX vs SEWIXBanner chart's image
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.

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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).
DGEFXSEWIXDGEFX / SEWIX
Total Expense Ratio0.940.92102%
Annual Report Gross Expense Ratio1.071.2486%
Fund Existence9 years15 years-
Gain YTD2.1152.19297%
Front LoadN/AN/A-
Min. Initial Investment02000000-
Min. Initial Investment IRAN/AN/A-
Net Assets487M48.7M1,000%
Annual Yield % from dividends1.921.92100%
Returns for 1 year14.9712.37121%
Returns for 3 years30.4829.26104%
Returns for 5 years55.5112.79434%
Returns for 10 yearsN/A72.27-
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