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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
Wasatch Global Value Institutional
Price$11.83
Change+$0.90 (+8.23%)
VolumeN/A
Net Assets158.19M
DGEFX vs WILCX Comparison Chart in %
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DGEFX vs. WILCX commentary
Feb 04, 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 WILCX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. WILCX (158M). WILCX pays higher dividends than DGEFX: WILCX (2.26) vs DGEFX (1.83). 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 (24.00). 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 : 29.56 vs. DGEFX (15.03). DGEFX (63.46) and WILCX (62.04) have equivalent 5 years return.
| 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 | 6.200 | 6.865 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 158M | 318% |
| Annual Yield % from dividends | 1.83 | 2.26 | 81% |
| Returns for 1 year | 15.03 | 29.56 | 51% |
| Returns for 3 years | 36.76 | 42.84 | 86% |
| Returns for 5 years | 63.46 | 62.04 | 102% |
| Returns for 10 years | N/A | 88.46 | - |
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