Interact to see
Advertisement
Advertisement
DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.22M
Steward Global Equity Income Fund I
Price$38.52
Change+$0.22 (+0.57%)
VolumeN/A
Net Assets449.75M
DGEFX vs SGISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGISX commentary
Sep 08, 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 StrongBuy and SGISX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. SGISX (450M). DGEFX pays higher dividends than SGISX: DGEFX (2.34) vs SGISX (1.81). DGEFX was incepted earlier than SGISX: DGEFX (8 years) vs SGISX (17 years). DGEFX (1.07) is less costly to investors than SGISX (1.01). DGEFX is a more actively managed with annual turnover of: 45.00 vs. SGISX (37.00). DGEFX has a lower initial minimum investment than SGISX: DGEFX (0) vs SGISX (100000). SGISX annual gain was more profitable for investors over the last year : 15.10 vs. DGEFX (14.31). DGEFX return over 5 years is better than : 73.64 vs. SGISX (44.48).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.94 | 1.01 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 1.01 | 106% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 13.935 | 17.791 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 450M | 106% |
| Annual Yield % from dividends | 2.34 | 1.81 | 129% |
| Returns for 1 year | 14.31 | 15.10 | 95% |
| Returns for 3 years | 39.91 | 39.68 | 101% |
| Returns for 5 years | 73.64 | 44.48 | 166% |
| Returns for 10 years | N/A | 72.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XT | 68.92 | 1.03 | +1.52% |
| iShares Exponential Technologies ETF | |||
| BFK | 9.81 | 0.14 | +1.45% |
| BlackRock Municipal Income Trust | |||
| NIM | 9.21 | 0.04 | +0.44% |
| Nuveen Select Maturities Municipal Fund | |||
| CDEI | 77.81 | N/A | N/A |
| Calvert US Large-Cp Div, Eq AndIncETF | |||
| PMJA | 25.93 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - January | |||