Interact to see
Advertisement
Advertisement
DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$13.98
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets472.44M
Steward Global Equity Income Fund A
Price$37.24
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets437.65M
DGEFX vs SGIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGIDX commentary
Aug 18, 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: 472M vs. SGIDX (438M). DGEFX pays higher dividends than SGIDX: DGEFX (2.43) vs SGIDX (1.72). 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 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 : 16.01 vs. SGIDX (11.30). DGEFX return over 5 years is better than : 70.12 vs. SGIDX (38.00).
| 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 | 12.805 | 14.107 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 438M | 108% |
| Annual Yield % from dividends | 2.43 | 1.72 | 142% |
| Returns for 1 year | 16.01 | 11.30 | 142% |
| Returns for 3 years | 29.63 | 22.43 | 132% |
| Returns for 5 years | 70.12 | 38.00 | 185% |
| Returns for 10 years | N/A | 53.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HIBS | 7.94 | 0.24 | +3.12% |
| Direxion Daily S&P 500® Hi Bt Br 3X ETF | |||
| IGPT | 51.14 | -0.11 | -0.21% |
| Invesco AI and Next Gen Software ETF | |||
| EAI | 21.54 | -0.06 | -0.30% |
| Entergy Arkansas LLC | |||
| DSI | 121.07 | -0.41 | -0.34% |
| iShares ESG MSCI KLD 400 ETF | |||
| GSC | 51.99 | -0.39 | -0.75% |
| Goldman Sachs Small Cap Equity ETF | |||