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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
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.
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).
| DGEFX | SGIGX | DGEFX / SGIGX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.08 | 0.90 | 120% |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 10.869 | 13.851 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 435M | 109% |
| Annual Yield % from dividends | 2.44 | 2.13 | 115% |
| Returns for 1 year | 18.33 | 14.14 | 130% |
| Returns for 3 years | 34.09 | 30.08 | 113% |
| Returns for 5 years | 75.26 | 46.27 | 163% |
| Returns for 10 years | N/A | N/A | - |
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