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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$14.70
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets506.39M
Steward Global Equity Income Fund R6
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets456.9M
DGEFX vs SGIGX Comparison Chart in %
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DGEFX vs. SGIGX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 506M vs. SGIGX (457M). SGIGX (1.90) and DGEFX (1.83) have matching dividends . 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. SGIGX annual gain was more profitable for investors over the last year : 16.51 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. SGIGX (21.17).
| 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 | 6.200 | 3.213 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 506M | 457M | 111% |
| Annual Yield % from dividends | 1.83 | 1.90 | 97% |
| Returns for 1 year | 15.03 | 16.51 | 91% |
| Returns for 3 years | 36.76 | 38.30 | 96% |
| Returns for 5 years | 63.46 | 21.17 | 300% |
| Returns for 10 years | N/A | N/A | - |
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