Interact to see
Advertisement
Advertisement
DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$14.10
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets490.64M
Steward Global Equity Income Fund R6
Price$35.39
Change+$0.15 (+0.43%)
VolumeN/A
Net Assets463.51M
DGEFX vs SGIGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGIGX commentary
Jan 15, 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 Hold and SGIGX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 491M vs. SGIGX (464M). SGIGX (1.94) and DGEFX (1.92) 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 : 18.32 vs. DGEFX (15.14). DGEFX return over 5 years is better than : 57.84 vs. SGIGX (21.09).
| 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 | 2.845 | 2.431 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 464M | 106% |
| Annual Yield % from dividends | 1.92 | 1.94 | 99% |
| Returns for 1 year | 15.14 | 18.32 | 83% |
| Returns for 3 years | 31.42 | 39.72 | 79% |
| Returns for 5 years | 57.84 | 21.09 | 274% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers