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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Steward Global Equity Income Fund A
Price$38.47
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets448.4M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Oct 19, 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 Hold and SGIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. SGIDX (448M). DGEFX pays higher dividends than SGIDX: DGEFX (2.18) vs SGIDX (1.48). DGEFX was incepted earlier than SGIDX: DGEFX (9 years) vs SGIDX (18 years). SGIDX (1.26) 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). DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. SGIDX (9.87). DGEFX return over 5 years is better than : 75.47 vs. SGIDX (38.47).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | 0.94 | 1.26 | 75% |
| Annual Report Gross Expense Ratio | 1.07 | 1.26 | 85% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 15.606 | 18.622 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 448M | 107% |
| Annual Yield % from dividends | 2.18 | 1.48 | 147% |
| Returns for 1 year | 11.86 | 9.87 | 120% |
| Returns for 3 years | 47.24 | 45.76 | 103% |
| Returns for 5 years | 75.47 | 38.47 | 196% |
| Returns for 10 years | N/A | 60.92 | - |
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