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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
Steward Global Equity Income Fund C
Price$40.97
Change-$0.51 (-1.23%)
VolumeN/A
Net Assets450.62M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Nov 14, 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 SGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. SGIFX (451M). DGEFX pays higher dividends than SGIFX: DGEFX (2.20) vs SGIFX (0.82). DGEFX was incepted earlier than SGIFX: DGEFX (9 years) vs SGIFX (8 years). SGIFX (2.02) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIFX (37.00). DGEFX has a lower initial minimum investment than SGIFX: DGEFX (0) vs SGIFX (1000). DGEFX annual gain was more profitable for investors over the last year : 14.70 vs. SGIFX (13.73). DGEFX return over 5 years is better than : 70.58 vs. SGIFX (31.07).
| DGEFX | SGIFX | DGEFX / SGIFX | |
| Total Expense Ratio | 0.94 | 2.02 | 47% |
| Annual Report Gross Expense Ratio | 1.07 | 2.02 | 53% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 17.633 | 20.416 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 451M | 106% |
| Annual Yield % from dividends | 2.20 | 0.82 | 268% |
| Returns for 1 year | 14.70 | 13.73 | 107% |
| Returns for 3 years | 37.73 | 35.30 | 107% |
| Returns for 5 years | 70.58 | 31.07 | 227% |
| Returns for 10 years | N/A | N/A | - |
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