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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets482.43M
Steward Global Equity Income Fund I
Price$38.10
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets463.95M
DGEFX vs SGISX Comparison Chart in %
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DGEFX vs. SGISX commentary
Dec 28, 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 Hold and SGISX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX (482M) and SGISX (464M) have equal amount of cash in the bank . DGEFX pays higher dividends than SGISX: DGEFX (2.13) vs SGISX (1.63). DGEFX was incepted earlier than SGISX: DGEFX (9 years) vs SGISX (18 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 : 15.63 vs. DGEFX (11.53). DGEFX return over 5 years is better than : 60.41 vs. SGISX (27.60).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.94 | 1.01 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 1.01 | 106% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 12.526 | 17.314 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 482M | 464M | 104% |
| Annual Yield % from dividends | 2.13 | 1.63 | 131% |
| Returns for 1 year | 11.53 | 15.63 | 74% |
| Returns for 3 years | 32.67 | 43.53 | 75% |
| Returns for 5 years | 60.41 | 27.60 | 219% |
| Returns for 10 years | N/A | 69.22 | - |
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