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 a closer substitute for your current allocation.
Cheapest Alternatives to DGEFX
DGEFX charges 0.92% annually. There are 208 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | DGEFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | DGEFX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DGEFX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DGEFX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | DGEFX vs VVIAX |
Best Risk-Adjusted Alternatives to DGEFX
DGEFX has a PortfoliosLab risk / return rank of 81. There are 147 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | DGEFX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | DGEFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | DGEFX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | DGEFX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | DGEFX vs PKAIX |
Top Performing DGEFX Alternatives (YTD)
DGEFX is at 10.39% YTD. There are 215 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | DGEFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | DGEFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | DGEFX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | DGEFX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | DGEFX vs NFJEX |
Lowest Volatility Alternatives to DGEFX
DGEFX has 9.53% 1-year volatility. There are 21 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | DGEFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | DGEFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | DGEFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | DGEFX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | DGEFX vs TWEIX |
Lowest Drawdown Alternatives to DGEFX
DGEFX has a 1-year max drawdown of -6.89%. There are 108 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | DGEFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | DGEFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | DGEFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | DGEFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | DGEFX vs SVAIX |
Other Mutual Funds from Destinations Funds
The 7 most viewed Destinations Funds mutual funds shown here include DGFFX, DLDFX, DSMFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Destinations Global Fixed Income Opportunities Fun... | Global Bonds | 98 | 3.13% | — | Mar 2017 | DGEFX vs DGFFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.69% | — | Mar 2017 | DGEFX vs DLDFX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 80 | 18.59% | — | Mar 2017 | DGEFX vs DSMFX | |
| Destinations International Equity Fund | Foreign Large Cap Equities | 51 | 13.86% | — | Mar 2017 | DGEFX vs DIEFX | |
| Destinations Core Fixed Income Fund | Intermediate Core-Plus Bond | 25 | 0.25% | — | Mar 2017 | DGEFX vs DCFFX | |
| Destinations Multi Strategy Alternatives Fund | Multistrategy | 54 | 0.53% | — | Mar 2017 | DGEFX vs DMSFX | |
| Destinations Large Cap Equity Fund | Large Cap Blend Equities | 30 | 6.73% | — | Mar 2017 | DGEFX vs DLCFX |
Often Compared With DGEFX
Investors most often compare DGEFX with QQQ, SPYI, SCHD. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare DGEFX with Any Fund or Stock
Compare DGEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DGEFX with funds that move differently
Destinations Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DGEFX.
Explore DGEFX Diversifiers