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BGEAX vs DGEFX
BGEAX vs DGEFX Comparison
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BGEAX vs DGEFX Comparison Chart in %
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BGEAX vs. DGEFX commentary
Sep 13, 2026
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 BGEAX is a Buy and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 525M vs. BGEAX (84.3M). DGEFX pays higher dividends than BGEAX: DGEFX (1.80) vs BGEAX (1.26). BGEAX was incepted earlier than DGEFX: BGEAX (16 years) vs DGEFX (9 years). BGEAX (1.35) is less costly to investors than DGEFX (1.10). DGEFX is a more actively managed with annual turnover of: 62.00 vs. BGEAX (31.32). DGEFX has a lower initial minimum investment than BGEAX: DGEFX (0) vs BGEAX (2500). DGEFX annual gain was more profitable for investors over the last year : 8.55 vs. BGEAX (5.10). DGEFX return over 5 years is better than : 53.98 vs. BGEAX (49.25).
| BGEAX | DGEFX | BGEAX / DGEFX | |
| Total Expense Ratio | 1.20 | 0.98 | 122% |
| Annual Report Gross Expense Ratio | 1.35 | 1.10 | 123% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 8.480 | 12.305 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 525M | 16% |
| Annual Yield % from dividends | 1.26 | 1.80 | 70% |
| Returns for 1 year | 5.10 | 8.55 | 60% |
| Returns for 3 years | 44.40 | 49.04 | 91% |
| Returns for 5 years | 49.25 | 53.98 | 91% |
| Returns for 10 years | 106.47 | N/A | - |
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