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BAEIX vs DODGX
BAEIX vs DODGX Comparison
Open Charts BAEIX vs DODGX
Sterling Capital Equity Income A
Price$28.41
Change-$0.19 (-0.66%)
VolumeN/A
CapitalizationN/A
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BAEIX vs DODGX Comparison Chart
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BAEIX vs. DODGX commentary
Sep 21, 2024
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 BAEIX is a StrongBuy and DODGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. BAEIX (1.9B). DODGX pays higher dividends than BAEIX: DODGX (1.36) vs BAEIX (1.15). BAEIX was incepted earlier than DODGX: BAEIX (20 years) vs DODGX (60 years). BAEIX is a more actively managed with annual turnover of: 39.43 vs. DODGX (12.00). BAEIX has a lower initial minimum investment than DODGX: BAEIX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 20.73 vs. BAEIX (12.59). DODGX return over 5 years is better than : 50.19 vs. BAEIX (42.20).
| BAEIX | DODGX | BAEIX / DODGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 60 years | - |
| Gain YTD | 9.785 | 12.733 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.9B | 116B | 2% |
| Annual Yield % from dividends | 1.15 | 1.36 | 84% |
| Returns for 1 year | 12.59 | 20.73 | 61% |
| Returns for 3 years | 10.33 | 20.35 | 51% |
| Returns for 5 years | 42.20 | 50.19 | 84% |
| Returns for 10 years | 74.82 | 58.41 | 128% |
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