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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Steward Global Equity Income Fund R6
Price$35.61
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets445.92M
DGEFX vs SGIGX Comparison Chart in %
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DGEFX vs. SGIGX 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 SGIGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. SGIGX (446M). DGEFX pays higher dividends than SGIGX: DGEFX (2.18) vs SGIGX (1.89). DGEFX was incepted earlier than SGIGX: DGEFX (9 years) vs SGIGX (8 years). DGEFX (1.07) is less costly to investors than SGIGX (0.91). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGIGX (37.00). DGEFX (0) and SGIGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. SGIGX (10.01). DGEFX return over 5 years is better than : 75.47 vs. SGIGX (36.99).
| DGEFX | SGIGX | DGEFX / SGIGX | |
| Total Expense Ratio | 0.94 | 0.91 | 103% |
| Annual Report Gross Expense Ratio | 1.07 | 0.91 | 118% |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 15.606 | 18.947 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 446M | 107% |
| Annual Yield % from dividends | 2.18 | 1.89 | 116% |
| Returns for 1 year | 11.86 | 10.01 | 118% |
| Returns for 3 years | 47.24 | 46.56 | 101% |
| Returns for 5 years | 75.47 | 36.99 | 204% |
| Returns for 10 years | N/A | N/A | - |
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