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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
Aug 23, 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: 519M vs. BGEAX (86.4M). DGEFX pays higher dividends than BGEAX: DGEFX (1.81) vs BGEAX (1.29). BGEAX was incepted earlier than DGEFX: BGEAX (16 years) vs DGEFX (9 years). BGEAX (1.55) 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 : 13.06 vs. BGEAX (10.94). DGEFX return over 5 years is better than : 55.52 vs. BGEAX (52.46).
| BGEAX | DGEFX | BGEAX / DGEFX | |
| Total Expense Ratio | 1.25 | 0.98 | 128% |
| Annual Report Gross Expense Ratio | 1.55 | 1.10 | 141% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 11.100 | 14.517 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.4M | 519M | 17% |
| Annual Yield % from dividends | 1.29 | 1.81 | 71% |
| Returns for 1 year | 10.94 | 13.06 | 84% |
| Returns for 3 years | 50.26 | 53.23 | 94% |
| Returns for 5 years | 52.46 | 55.52 | 94% |
| Returns for 10 years | 110.35 | N/A | - |
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