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DGEFX vs SGISX
DGEFX vs SGISX Comparison
Open Charts DGEFX vs SGISX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Steward Global Equity Income Fund I
Price$38.60
Change+$0.20 (+0.52%)
VolumeN/A
Net Assets445.92M
DGEFX vs SGISX Comparison Chart in %
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DGEFX vs. SGISX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. SGISX (446M). DGEFX pays higher dividends than SGISX: DGEFX (2.18) vs SGISX (1.66). 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). DGEFX annual gain was more profitable for investors over the last year : 11.86 vs. SGISX (10.15). DGEFX return over 5 years is better than : 75.47 vs. SGISX (40.36).
| 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 | 15.606 | 18.853 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 446M | 107% |
| Annual Yield % from dividends | 2.18 | 1.66 | 131% |
| Returns for 1 year | 11.86 | 10.15 | 117% |
| Returns for 3 years | 47.24 | 46.95 | 101% |
| Returns for 5 years | 75.47 | 40.36 | 187% |
| Returns for 10 years | N/A | 65.86 | - |
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