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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets468.2M
Steward Global Equity Income Fund I
Price$35.61
Change-$0.60 (-1.66%)
VolumeN/A
Net Assets416.39M
DGEFX vs SGISX Comparison Chart
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DGEFX vs. SGISX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. SGISX (416M). DGEFX pays higher dividends than SGISX: DGEFX (2.49) vs SGISX (2.10). 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 : 16.15 vs. SGISX (9.59). DGEFX return over 5 years is better than : 70.99 vs. SGISX (44.32).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.96 | 1.01 | 95% |
| Annual Report Gross Expense Ratio | 1.08 | 1.01 | 107% |
| Fund Existence | 8 years | 17 years | - |
| Gain YTD | 7.766 | 8.893 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 416M | 113% |
| Annual Yield % from dividends | 2.49 | 2.10 | 119% |
| Returns for 1 year | 16.15 | 9.59 | 168% |
| Returns for 3 years | 32.84 | 27.54 | 119% |
| Returns for 5 years | 70.99 | 44.32 | 160% |
| Returns for 10 years | N/A | 50.15 | - |
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