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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
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.
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).
| 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 | 10.869 | 13.785 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 435M | 109% |
| Annual Yield % from dividends | 2.44 | 1.88 | 130% |
| Returns for 1 year | 18.33 | 14.30 | 128% |
| Returns for 3 years | 34.09 | 32.30 | 106% |
| Returns for 5 years | 75.26 | 49.83 | 151% |
| Returns for 10 years | N/A | 60.04 | - |
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