Destinations Equity Income Fund (DGEFX) Alternatives
Destinations Equity Income Fund (DGEFX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DGEFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DGEFX
DGEFX charges 0.92% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among DGEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | DGEFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | DGEFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | DGEFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | DGEFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | DGEFX vs TILVX |
Best Risk-Adjusted Alternatives to DGEFX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | DGEFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | DGEFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | DGEFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | DGEFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | DGEFX vs VALAX |
Top Performing DGEFX Alternatives (YTD)
DGEFX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | DGEFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | DGEFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | DGEFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | DGEFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | DGEFX vs HFCVX |
Lowest Volatility Alternatives to DGEFX
DGEFX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | DGEFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | DGEFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | DGEFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | DGEFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | DGEFX vs ACIIX |
Lowest Drawdown Alternatives to DGEFX
DGEFX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | DGEFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | DGEFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | DGEFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | DGEFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | DGEFX vs PSECX |
Other Mutual Funds from Destinations Funds
Most popular Destinations Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.24% | Mar 20, 2017 | DGEFX vs DLDFX | |
| Destinations Global Fixed Income Opportunities Fun... | Global Bonds | 84 | 0.46% | Mar 19, 2017 | DGEFX vs DGFFX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 64 | 0.28% | Mar 20, 2017 | DGEFX vs DSMFX | |
| Destinations Multi Strategy Alternatives Fund | Multistrategy | 22 | -1.62% | Mar 19, 2017 | DGEFX vs DMSFX | |
| Destinations International Equity Fund | Foreign Large Cap Equities | 62 | -1.08% | Mar 19, 2017 | DGEFX vs DIEFX | |
| Destinations Core Fixed Income Fund | Intermediate Core-Plus Bond | 44 | -0.12% | Mar 20, 2017 | DGEFX vs DCFFX | |
| Destinations Large Cap Equity Fund | Large Cap Blend Equities | 20 | -8.01% | Mar 20, 2017 | DGEFX vs DLCFX |
Often Compared With DGEFX
What investors most often compare with DGEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | DGEFX vs QQQ | |
| NEOS S&P 500 High Income ETF | Derivative Income, S&P 500 | 69 | -3.13% | Aug 29, 2022 | DGEFX vs SPYI | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | DGEFX vs SCHD |
Compare DGEFX with Any Fund or Stock
Compare DGEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.