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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
Wasatch Global Value Institutional
Price$10.42
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets135.78M
DGEFX vs WILCX Comparison Chart in %
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DGEFX vs. WILCX 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 WILCX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 473M vs. WILCX (136M). WILCX pays higher dividends than DGEFX: WILCX (2.60) vs DGEFX (2.44). DGEFX was incepted earlier than WILCX: DGEFX (8 years) vs WILCX (13 years). WILCX (1.14) is less costly to investors than DGEFX (1.08). DGEFX (45.00) and WILCX (43.00) have comparable annual turnover. DGEFX has a lower initial minimum investment than WILCX: DGEFX (0) vs WILCX (100000). DGEFX (18.33) and WILCX (17.49) have marching annual gain over last year. WILCX return over 5 years is better than : 85.82 vs. DGEFX (75.26).
| DGEFX | WILCX | DGEFX / WILCX | |
| Total Expense Ratio | 0.96 | 0.95 | 101% |
| Annual Report Gross Expense Ratio | 1.08 | 1.14 | 95% |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 10.869 | 18.251 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 136M | 348% |
| Annual Yield % from dividends | 2.44 | 2.60 | 94% |
| Returns for 1 year | 18.33 | 17.49 | 105% |
| Returns for 3 years | 34.09 | 27.98 | 122% |
| Returns for 5 years | 75.26 | 85.82 | 88% |
| Returns for 10 years | N/A | 33.86 | - |
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