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BEGRX vs DGEFX
BEGRX vs DGEFX Comparison
Open Charts BEGRX vs DGEFX
Franklin Mutual Beacon Z
Price$17.20
Change-$0.25 (-1.43%)
VolumeN/A
Net Assets3.26B
Destinations Equity Income I
Price$13.21
Change-$0.16 (-1.20%)
VolumeN/A
Net Assets478.78M
BEGRX vs DGEFX Comparison Chart
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BEGRX vs. DGEFX commentary
May 22, 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 BEGRX is a Buy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
BEGRX has more cash in the bank: 3.26B vs. DGEFX (479M). DGEFX pays higher dividends than BEGRX: DGEFX (2.57) vs BEGRX (1.90). BEGRX was incepted earlier than DGEFX: BEGRX (63 years) vs DGEFX (8 years). DGEFX (1.08) is less costly to investors than BEGRX (0.77). DGEFX is a more actively managed with annual turnover of: 45.00 vs. BEGRX (15.03). DGEFX has a lower initial minimum investment than BEGRX: DGEFX (0) vs BEGRX (100000). DGEFX annual gain was more profitable for investors over the last year : 12.63 vs. BEGRX (5.81). DGEFX return over 5 years is better than : 76.57 vs. BEGRX (42.47).
| BEGRX | DGEFX | BEGRX / DGEFX | |
| Total Expense Ratio | 0.77 | 0.96 | 80% |
| Annual Report Gross Expense Ratio | 0.77 | 1.08 | 71% |
| Fund Existence | 63 years | 8 years | - |
| Gain YTD | 10.234 | 7.045 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.26B | 479M | 681% |
| Annual Yield % from dividends | 1.90 | 2.57 | 74% |
| Returns for 1 year | 5.81 | 12.63 | 46% |
| Returns for 3 years | 11.04 | 25.85 | 43% |
| Returns for 5 years | 42.47 | 76.57 | 55% |
| Returns for 10 years | 6.57 | N/A | - |
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