Ad is loading...
BEGRX vs DGEFX
BEGRX vs DGEFX Comparison
Open Charts BEGRX vs DGEFX
Franklin Mutual Beacon Z
Price$15.76
Change+$0.29 (+1.87%)
VolumeN/A
Net Assets2.92B
Destinations Equity Income I
Price$12.35
Change+$0.21 (+1.73%)
VolumeN/A
Net Assets455.07M
BEGRX vs DGEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BEGRX vs. DGEFX commentary
Apr 12, 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 Hold and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
BEGRX has more cash in the bank: 2.92B vs. DGEFX (455M). DGEFX pays higher dividends than BEGRX: DGEFX (2.53) vs BEGRX (1.87). 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: 51.00 vs. BEGRX (44.54). 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 : 6.91 vs. BEGRX (-3.50). DGEFX return over 5 years is better than : 61.24 vs. BEGRX (25.15).
| 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 | -2.274 | -2.802 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 455M | 642% |
| Annual Yield % from dividends | 1.87 | 2.53 | 74% |
| Returns for 1 year | -3.50 | 6.91 | -51% |
| Returns for 3 years | -5.60 | 8.50 | -66% |
| Returns for 5 years | 25.15 | 61.24 | 41% |
| Returns for 10 years | -5.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...