DGEFX
Price
$13.74
Change
+$0.04 (+0.29%)
Updated
Jul 3 closing price
Net Assets
472.85M
SGIFX
Price
$39.15
Change
+$0.24 (+0.62%)
Updated
Jul 3 closing price
Net Assets
435.49M
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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$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.

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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).
DGEFXSGIFXDGEFX / SGIFX
Total Expense Ratio0.962.0347%
Annual Report Gross Expense Ratio1.082.0353%
Fund Existence8 years8 years-
Gain YTD10.86913.19782%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets473M435M109%
Annual Yield % from dividends2.441.01241%
Returns for 1 year18.3313.32138%
Returns for 3 years34.0927.31125%
Returns for 5 years75.2642.23178%
Returns for 10 yearsN/AN/A-
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