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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
Wasatch Global Value Institutional
Price$11.00
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets140.85M
DGEFX vs WILCX Comparison Chart in %
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DGEFX vs. WILCX 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 WILCX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. WILCX (141M). WILCX (2.29) and DGEFX (2.18) have matching dividends . DGEFX was incepted earlier than WILCX: DGEFX (9 years) vs WILCX (14 years). WILCX (1.14) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. WILCX (25.00). DGEFX has a lower initial minimum investment than WILCX: DGEFX (0) vs WILCX (100000). WILCX annual gain was more profitable for investors over the last year : 12.52 vs. DGEFX (11.86). WILCX return over 5 years is better than : 86.44 vs. DGEFX (75.47).
| DGEFX | WILCX | DGEFX / WILCX | |
| Total Expense Ratio | 0.94 | 0.95 | 99% |
| Annual Report Gross Expense Ratio | 1.07 | 1.14 | 94% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 15.606 | 25.372 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 141M | 339% |
| Annual Yield % from dividends | 2.18 | 2.29 | 96% |
| Returns for 1 year | 11.86 | 12.52 | 95% |
| Returns for 3 years | 47.24 | 44.77 | 106% |
| Returns for 5 years | 75.47 | 86.44 | 87% |
| Returns for 10 years | N/A | 47.69 | - |
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