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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets473.58M
Steward Global Equity Income Fund C
Price$39.00
Change+$0.21 (+0.54%)
VolumeN/A
Net Assets434.48M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Jul 27, 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: 474M vs. SGIFX (434M). 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 (1.07). 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 : 16.14 vs. SGIFX (12.34). DGEFX return over 5 years is better than : 73.93 vs. SGIFX (37.00).
| DGEFX | SGIFX | DGEFX / SGIFX | |
| Total Expense Ratio | 0.94 | 2.03 | 46% |
| Annual Report Gross Expense Ratio | 1.07 | 2.03 | 53% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 11.837 | 12.764 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 474M | 434M | 109% |
| Annual Yield % from dividends | 2.44 | 1.01 | 241% |
| Returns for 1 year | 16.14 | 12.34 | 131% |
| Returns for 3 years | 35.14 | 25.64 | 137% |
| Returns for 5 years | 73.93 | 37.00 | 200% |
| Returns for 10 years | N/A | N/A | - |
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