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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets468.2M
Steward Global Equity Income Fund A
Price$35.50
Change-$0.59 (-1.63%)
VolumeN/A
Net Assets416.39M
DGEFX vs SGIDX Comparison Chart
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DGEFX vs. SGIDX commentary
Jun 16, 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 Buy and SGIDX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. SGIDX (416M). DGEFX pays higher dividends than SGIDX: DGEFX (2.49) vs SGIDX (1.90). DGEFX was incepted earlier than SGIDX: DGEFX (8 years) vs SGIDX (17 years). SGIDX (1.27) is less costly to investors than DGEFX (1.08). SGIDX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (45.00). 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 : 16.15 vs. SGIDX (9.32). DGEFX return over 5 years is better than : 70.99 vs. SGIDX (42.33).
| DGEFX | SGIDX | DGEFX / SGIDX | |
| Total Expense Ratio | 0.96 | 1.27 | 76% |
| Annual Report Gross Expense Ratio | 1.08 | 1.27 | 85% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 7.766 | 8.775 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 416M | 113% |
| Annual Yield % from dividends | 2.49 | 1.90 | 131% |
| Returns for 1 year | 16.15 | 9.32 | 173% |
| Returns for 3 years | 32.84 | 26.49 | 124% |
| Returns for 5 years | 70.99 | 42.33 | 168% |
| Returns for 10 years | N/A | 45.65 | - |
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