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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.43M
Steward Global Equity Income Fund C
Price$40.23
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets463.95M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Dec 28, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX (482M) and SGIFX (464M) have equal amount of cash in the bank . 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). SGIFX annual gain was more profitable for investors over the last year : 15.13 vs. DGEFX (11.53). DGEFX return over 5 years is better than : 60.41 vs. SGIFX (21.70).
| 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 | 12.526 | 16.787 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 464M | 104% |
| Annual Yield % from dividends | 2.13 | 0.81 | 264% |
| Returns for 1 year | 11.53 | 15.13 | 76% |
| Returns for 3 years | 32.67 | 39.83 | 82% |
| Returns for 5 years | 60.41 | 21.70 | 278% |
| Returns for 10 years | N/A | N/A | - |
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