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BGEAX vs DGEFX
BGEAX vs DGEFX Comparison
Open Charts BGEAX vs DGEFX
BGEAX vs DGEFX Comparison Chart in %
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BGEAX vs. DGEFX commentary
Jun 04, 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 Hold and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 492M vs. BGEAX (84.5M). DGEFX pays higher dividends than BGEAX: DGEFX (1.85) vs BGEAX (1.42). BGEAX was incepted earlier than DGEFX: BGEAX (15 years) vs DGEFX (9 years). BGEAX (1.55) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 62.00 vs. BGEAX (13.19). 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 : 12.98 vs. BGEAX (12.24). DGEFX return over 5 years is better than : 47.36 vs. BGEAX (37.81).
| BGEAX | DGEFX | BGEAX / DGEFX | |
| Total Expense Ratio | 1.25 | 0.94 | 133% |
| Annual Report Gross Expense Ratio | 1.55 | 1.07 | 145% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 4.163 | 8.283 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.5M | 492M | 17% |
| Annual Yield % from dividends | 1.42 | 1.85 | 77% |
| Returns for 1 year | 12.24 | 12.98 | 94% |
| Returns for 3 years | 46.19 | 45.59 | 101% |
| Returns for 5 years | 37.81 | 47.36 | 80% |
| Returns for 10 years | 103.13 | N/A | - |
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