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DGEFX vs SGIGX
DGEFX vs SGIGX Comparison
Open Charts DGEFX vs SGIGX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
Steward Global Equity Income Fund R6
Price$35.96
Change-$0.44 (-1.21%)
VolumeN/A
Net Assets450.62M
DGEFX vs SGIGX Comparison Chart in %
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DGEFX vs. SGIGX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. SGIGX (451M). DGEFX pays higher dividends than SGIGX: DGEFX (2.20) vs SGIGX (1.88). 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 (14.70) and SGIGX (14.57) have marching annual gain over last year. DGEFX return over 5 years is better than : 70.58 vs. SGIGX (34.79).
| 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 | 17.633 | 21.586 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 451M | 106% |
| Annual Yield % from dividends | 2.20 | 1.88 | 117% |
| Returns for 1 year | 14.70 | 14.57 | 101% |
| Returns for 3 years | 37.73 | 38.87 | 97% |
| Returns for 5 years | 70.58 | 34.79 | 203% |
| Returns for 10 years | N/A | N/A | - |
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