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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$14.61
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets484.12M
Steward Global Equity Income Fund A
Price$39.35
Change+$0.23 (+0.59%)
VolumeN/A
Net Assets456.98M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Dec 05, 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: 484M vs. SGIDX (457M). DGEFX pays higher dividends than SGIDX: DGEFX (2.13) vs SGIDX (1.45). 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 (13.91) and SGIDX (13.37) have marching annual gain over last year. DGEFX return over 5 years is better than : 64.90 vs. SGIDX (28.64).
| 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 | 18.444 | 21.335 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 457M | 106% |
| Annual Yield % from dividends | 2.13 | 1.45 | 147% |
| Returns for 1 year | 13.91 | 13.37 | 104% |
| Returns for 3 years | 34.48 | 34.45 | 100% |
| Returns for 5 years | 64.90 | 28.64 | 227% |
| Returns for 10 years | N/A | 61.05 | - |
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