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DGEFX vs WILCX
DGEFX vs WILCX Comparison
Open Charts DGEFX vs WILCX
Destinations Equity Income I
Price$13.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets488.93M
Wasatch Global Value Institutional
Price$11.13
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets146.19M
DGEFX vs WILCX Comparison Chart in %
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DGEFX vs. WILCX commentary
Dec 27, 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: 489M vs. WILCX (146M). WILCX (2.24) and DGEFX (2.13) 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 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 : 25.81 vs. DGEFX (11.62). DGEFX (60.41) and WILCX (59.31) 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 | 12.526 | 26.512 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 146M | 335% |
| Annual Yield % from dividends | 2.13 | 2.24 | 95% |
| Returns for 1 year | 11.62 | 25.81 | 45% |
| Returns for 3 years | 33.14 | 37.47 | 88% |
| Returns for 5 years | 60.41 | 59.31 | 102% |
| Returns for 10 years | N/A | 48.88 | - |
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