DGEFX
Price
$13.74
Change
+$0.04 (+0.29%)
Updated
Jul 3 closing price
Net Assets
472.85M
SGISX
Price
$37.21
Change
+$0.23 (+0.62%)
Updated
Jul 3 closing price
Net Assets
435.49M
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DGEFX vs SGISX

Header iconDGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISXBanner 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 I
Price$37.21
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets435.49M
DGEFX vs SGISX Comparison Chart in %
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DGEFX vs. SGISX 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 SGISX is a Buy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 473M vs. SGISX (435M). DGEFX pays higher dividends than SGISX: DGEFX (2.44) vs SGISX (1.88). DGEFX was incepted earlier than SGISX: DGEFX (8 years) vs SGISX (17 years). DGEFX (1.08) is less costly to investors than SGISX (1.01). SGISX is a more actively managed with annual turnover of: 59.00 vs. DGEFX (45.00). DGEFX has a lower initial minimum investment than SGISX: DGEFX (0) vs SGISX (100000). DGEFX annual gain was more profitable for investors over the last year : 18.33 vs. SGISX (14.30). DGEFX return over 5 years is better than : 75.26 vs. SGISX (49.83).
DGEFXSGISXDGEFX / SGISX
Total Expense Ratio0.961.0195%
Annual Report Gross Expense Ratio1.081.01107%
Fund Existence8 years17 years-
Gain YTD10.86913.78579%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets473M435M109%
Annual Yield % from dividends2.441.88130%
Returns for 1 year18.3314.30128%
Returns for 3 years34.0932.30106%
Returns for 5 years75.2649.83151%
Returns for 10 yearsN/A60.04-
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