Interact to see
Advertisement
Advertisement
DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$14.24
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets477.5M
Wasatch Global Value Institutional
Price$11.03
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets141.1M
DGEFX vs WILCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. WILCX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 477M vs. WILCX (141M). WILCX pays higher dividends than DGEFX: WILCX (2.52) vs DGEFX (2.34). 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). DGEFX annual gain was more profitable for investors over the last year : 12.61 vs. WILCX (11.42). WILCX return over 5 years is better than : 96.09 vs. DGEFX (81.04).
| 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 | 14.903 | 25.174 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 141M | 338% |
| Annual Yield % from dividends | 2.34 | 2.52 | 93% |
| Returns for 1 year | 12.61 | 11.42 | 110% |
| Returns for 3 years | 50.77 | 49.38 | 103% |
| Returns for 5 years | 81.04 | 96.09 | 84% |
| Returns for 10 years | N/A | 57.57 | - |
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 % |
| PNRCX | 49.17 | 0.47 | +0.97% |
| PGIM Jennison Natural Resources C | |||
| SVACX | 6.44 | 0.06 | +0.94% |
| Federated Hermes Strategic Value Div C | |||
| EGLNX | 10.69 | 0.05 | +0.47% |
| Eagle Energy Infrastructure N | |||
| VIOAX | 9.89 | 0.04 | +0.41% |
| VELA Income Opportunities A | |||
| SPMVX | 9.32 | 0.02 | +0.22% |
| Invesco SteelPath MLP Select 40 R5 | |||