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DGEFX vs SGIFX
DGEFX vs SGIFX Comparison
Open Charts DGEFX vs SGIFX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets479.63M
Steward Global Equity Income Fund C
Price$40.60
Change+$0.20 (+0.50%)
VolumeN/A
Net Assets448.4M
DGEFX vs SGIFX Comparison Chart in %
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DGEFX vs. SGIFX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. SGIFX (448M). DGEFX pays higher dividends than SGIFX: DGEFX (2.18) vs SGIFX (0.82). 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). DGEFX annual gain was more profitable for investors over the last year : 11.30 vs. SGIFX (9.31). DGEFX return over 5 years is better than : 74.74 vs. SGIFX (32.51).
| 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 | 15.120 | 17.281 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 448M | 107% |
| Annual Yield % from dividends | 2.18 | 0.82 | 266% |
| Returns for 1 year | 11.30 | 9.31 | 121% |
| Returns for 3 years | 47.88 | 43.56 | 110% |
| Returns for 5 years | 74.74 | 32.51 | 230% |
| Returns for 10 years | N/A | N/A | - |
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