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BBISX vs DODGX
BBISX vs DODGX Comparison
Open Charts BBISX vs DODGX
Sterling Capital Behav Lg Cp Val Eq
Price$30.73
Change+$0.50 (+1.65%)
VolumeN/A
Net Assets40.71M
BBISX vs DODGX Comparison Chart
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BBISX vs. DODGX commentary
May 05, 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 BBISX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. BBISX (40.7M). BBISX pays higher dividends than DODGX: BBISX (1.81) vs DODGX (1.45). BBISX was incepted earlier than DODGX: BBISX (33 years) vs DODGX (60 years). BBISX (0.78) is less costly to investors than DODGX (0.51). BBISX is a more actively managed with annual turnover of: 110.98 vs. DODGX (15.00). DODGX has a lower initial minimum investment than BBISX: DODGX (2500) vs BBISX (1000000). BBISX annual gain was more profitable for investors over the last year : 14.19 vs. DODGX (4.88). BBISX return over 5 years is better than : 116.22 vs. DODGX (82.54).
| BBISX | DODGX | BBISX / DODGX | |
| Total Expense Ratio | 0.78 | 0.51 | 153% |
| Annual Report Gross Expense Ratio | 0.78 | 0.51 | 153% |
| Fund Existence | 33 years | 60 years | - |
| Gain YTD | 2.633 | 0.574 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 114B | 0% |
| Annual Yield % from dividends | 1.81 | 1.45 | 125% |
| Returns for 1 year | 14.19 | 4.88 | 291% |
| Returns for 3 years | 37.39 | 15.23 | 246% |
| Returns for 5 years | 116.22 | 82.54 | 141% |
| Returns for 10 years | 109.71 | 51.69 | 212% |