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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
Steward Global Equity Income Fund C
Price$39.15
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets435.49M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Jul 07, 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: 473M vs. SGIFX (435M). DGEFX pays higher dividends than SGIFX: DGEFX (2.44) vs SGIFX (1.01). 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 : 18.33 vs. SGIFX (13.32). DGEFX return over 5 years is better than : 75.26 vs. SGIFX (42.23).
| 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 | 10.869 | 13.197 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 435M | 109% |
| Annual Yield % from dividends | 2.44 | 1.01 | 241% |
| Returns for 1 year | 18.33 | 13.32 | 138% |
| Returns for 3 years | 34.09 | 27.31 | 125% |
| Returns for 5 years | 75.26 | 42.23 | 178% |
| Returns for 10 years | N/A | N/A | - |
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