DGEFX
Price
$14.61
Change
+$0.11 (+0.76%)
Updated
Dec 3 closing price
Net Assets
484.12M
SGIFX
Price
$41.26
Change
+$0.03 (+0.07%)
Updated
Dec 2 closing price
Net Assets
456.81M
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DGEFX vs SGIFX

Header iconDGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFXBanner chart's image
Destinations Equity Income I
Price$14.61
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets484.12M
Steward Global Equity Income Fund C
Price$41.26
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets456.81M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Dec 04, 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 SGIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 484M vs. SGIFX (457M). DGEFX pays higher dividends than SGIFX: DGEFX (2.13) vs SGIFX (0.81). 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 : 13.03 vs. SGIFX (11.83). DGEFX return over 5 years is better than : 65.77 vs. SGIFX (24.96).
DGEFXSGIFXDGEFX / SGIFX
Total Expense Ratio0.942.0247%
Annual Report Gross Expense Ratio1.072.0253%
Fund Existence9 years8 years-
Gain YTD17.79519.69090%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets484M457M106%
Annual Yield % from dividends2.130.81264%
Returns for 1 year13.0311.83110%
Returns for 3 years33.7430.88109%
Returns for 5 years65.7724.96264%
Returns for 10 yearsN/AN/A-
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