DGEFX
Price
$13.74
Change
+$0.04 (+0.29%)
Updated
Jul 3 closing price
Net Assets
472.85M
SGIGX
Price
$34.35
Change
+$0.21 (+0.62%)
Updated
Jul 3 closing price
Net Assets
435.49M
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DGEFX vs SGIGX

Header iconDGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGXBanner 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 R6
Price$34.35
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets435.49M
DGEFX vs SGIGX Comparison Chart in %
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DGEFX vs. SGIGX 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 SGIGX is a Buy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 473M vs. SGIGX (435M). DGEFX pays higher dividends than SGIGX: DGEFX (2.44) vs SGIGX (2.13). DGEFX was incepted earlier than SGIGX: DGEFX (8 years) vs SGIGX (8 years). DGEFX (1.08) is less costly to investors than SGIGX (0.90). SGIGX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (45.00). DGEFX (0) and SGIGX (0) have matching initial minimum investment requirements. DGEFX annual gain was more profitable for investors over the last year : 18.33 vs. SGIGX (14.14). DGEFX return over 5 years is better than : 75.26 vs. SGIGX (46.27).
DGEFXSGIGXDGEFX / SGIGX
Total Expense Ratio0.960.90107%
Annual Report Gross Expense Ratio1.080.90120%
Fund Existence8 years8 years-
Gain YTD10.86913.85178%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets473M435M109%
Annual Yield % from dividends2.442.13115%
Returns for 1 year18.3314.14130%
Returns for 3 years34.0930.08113%
Returns for 5 years75.2646.27163%
Returns for 10 yearsN/AN/A-
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