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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets468.2M
Steward Global Equity Income Fund C
Price$37.49
Change-$0.58 (-1.52%)
VolumeN/A
Net Assets416.39M
DGEFX vs SGIFX Comparison Chart
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DGEFX vs. SGIFX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. SGIFX (416M). DGEFX pays higher dividends than SGIFX: DGEFX (2.49) vs SGIFX (1.19). DGEFX was incepted earlier than SGIFX: DGEFX (8 years) vs SGIFX (8 years). SGIFX (2.03) is less costly to investors than DGEFX (1.08). SGIFX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (45.00). 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 : 16.15 vs. SGIFX (8.67). DGEFX return over 5 years is better than : 70.99 vs. SGIFX (37.00).
| DGEFX | SGIFX | DGEFX / SGIFX | |
| Total Expense Ratio | 0.96 | 2.03 | 47% |
| Annual Report Gross Expense Ratio | 1.08 | 2.03 | 53% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 7.766 | 8.398 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 416M | 113% |
| Annual Yield % from dividends | 2.49 | 1.19 | 209% |
| Returns for 1 year | 16.15 | 8.67 | 186% |
| Returns for 3 years | 32.84 | 22.72 | 145% |
| Returns for 5 years | 70.99 | 37.00 | 192% |
| Returns for 10 years | N/A | N/A | - |
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