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 209 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | DGEFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | DGEFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | DGEFX vs VIVIX | |
| 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 68. There are 139 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | DGEFX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | DGEFX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | DGEFX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | DGEFX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | DGEFX vs SABTX |
Top Performing DGEFX Alternatives (YTD)
DGEFX is at 8.43% YTD. There are 203 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | DGEFX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.93% | — | Jun 2022 | DGEFX vs AVLVX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | DGEFX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | DGEFX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | DGEFX vs YAFFX |
Lowest Volatility Alternatives to DGEFX
DGEFX has 9.49% 1-year volatility. There are 20 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | 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 | 7.83% | — | Feb 1996 | DGEFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | DGEFX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | DGEFX vs ACIIX |
Lowest Drawdown Alternatives to DGEFX
DGEFX has a 1-year max drawdown of -6.89%. There are 107 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 | 2.66% | — | Mar 2017 | DGEFX vs DGFFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.61% | — | Mar 2017 | DGEFX vs DLDFX | |
| Destinations Small-Mid Cap Equity Fund | Mid Cap Blend Equities | 80 | 20.06% | — | Mar 2017 | DGEFX vs DSMFX | |
| Destinations Core Fixed Income Fund | Intermediate Core-Plus Bond | 22 | 0.51% | — | Mar 2017 | DGEFX vs DCFFX | |
| Destinations International Equity Fund | Foreign Large Cap Equities | 49 | 13.32% | — | Mar 2017 | DGEFX vs DIEFX | |
| Destinations Multi Strategy Alternatives Fund | Multistrategy | 27 | 0.33% | — | Mar 2017 | DGEFX vs DMSFX | |
| Destinations Large Cap Equity Fund | Large Cap Blend Equities | 30 | 4.10% | — | 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