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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.22M
Steward Global Equity Income Fund A
Price$38.58
Change+$0.42 (+1.10%)
VolumeN/A
Net Assets449.75M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Sep 09, 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 StrongBuy and SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. SGIDX (450M). DGEFX pays higher dividends than SGIDX: DGEFX (2.34) vs SGIDX (1.63). DGEFX was incepted earlier than SGIDX: DGEFX (8 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIDX (37.00). DGEFX has a lower initial minimum investment than SGIDX: DGEFX (0) vs SGIDX (1000). SGIDX (14.81) and DGEFX (14.31) have marching annual gain over last year. DGEFX return over 5 years is better than : 73.64 vs. SGIDX (42.56).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | 0.94 | 1.27 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.27 | 84% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.935 | 17.600 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 450M | 106% |
| Annual Yield % from dividends | 2.34 | 1.63 | 144% |
| Returns for 1 year | 14.31 | 14.81 | 97% |
| Returns for 3 years | 39.91 | 38.50 | 104% |
| Returns for 5 years | 73.64 | 42.56 | 173% |
| Returns for 10 years | N/A | 66.88 | - |
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