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DGEFX vs SGIDX
DGEFX vs SGIDX Comparison
Open Charts DGEFX vs SGIDX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
Steward Global Equity Income Fund A
Price$38.34
Change-$0.19 (-0.49%)
VolumeN/A
Net Assets456.9M
DGEFX vs SGIDX Comparison Chart in %
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DGEFX vs. SGIDX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. SGIDX (457M). DGEFX pays higher dividends than SGIDX: DGEFX (1.83) 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). SGIDX annual gain was more profitable for investors over the last year : 16.59 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. SGIDX (22.89).
| 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 | 6.200 | 3.201 | 194% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 457M | 110% |
| Annual Yield % from dividends | 1.83 | 1.48 | 124% |
| Returns for 1 year | 15.03 | 16.59 | 91% |
| Returns for 3 years | 36.76 | 37.46 | 98% |
| Returns for 5 years | 63.46 | 22.89 | 277% |
| Returns for 10 years | N/A | 78.00 | - |
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