Interact to see
Advertisement
Advertisement
DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
Steward Global Equity Income Fund I
Price$38.48
Change-$0.18 (-0.47%)
VolumeN/A
Net Assets456.9M
DGEFX vs SGISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. SGISX commentary
Feb 05, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. SGISX (457M). DGEFX pays higher dividends than SGISX: DGEFX (1.83) vs SGISX (1.67). 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 : 16.86 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. SGISX (24.48).
| DGEFX | SGISX | DGEFX / SGISX | |
| Total Expense Ratio | 0.94 | 1.01 | 93% |
| Annual Report Gross Expense Ratio | 1.07 | 1.01 | 106% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 6.200 | 3.216 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 457M | 110% |
| Annual Yield % from dividends | 1.83 | 1.67 | 110% |
| Returns for 1 year | 15.03 | 16.86 | 89% |
| Returns for 3 years | 36.76 | 38.62 | 95% |
| Returns for 5 years | 63.46 | 24.48 | 259% |
| Returns for 10 years | N/A | 83.45 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FCSRX | 8.88 | N/A | N/A |
| Fidelity Advisor Strategic Real Ret C | |||
| ANOCX | 15.75 | -0.07 | -0.44% |
| American Century Small Cap Growth C | |||
| HADUX | 80.88 | -0.38 | -0.47% |
| Horizon Equity Premium Income Advisor | |||
| WFILX | 57.32 | -0.49 | -0.85% |
| Allspring Index A | |||
| RGACX | 76.64 | -1.43 | -1.83% |
| American Funds Growth Fund of Amer R3 | |||