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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
Steward Global Equity Income Fund C
Price$40.58
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets456.9M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Feb 05, 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 SGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. SGIFX (457M). DGEFX pays higher dividends than SGIFX: DGEFX (1.83) vs SGIFX (0.80). 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). SGIFX annual gain was more profitable for investors over the last year : 15.97 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. SGIFX (18.38).
| 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 | 6.200 | 3.123 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 457M | 110% |
| Annual Yield % from dividends | 1.83 | 0.80 | 230% |
| Returns for 1 year | 15.03 | 15.97 | 94% |
| Returns for 3 years | 36.76 | 34.58 | 106% |
| Returns for 5 years | 63.46 | 18.38 | 345% |
| Returns for 10 years | N/A | N/A | - |
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