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BGEAX vs FMDRX
BGEAX vs FMDRX Comparison
Open Charts BGEAX vs FMDRX
BGEAX vs FMDRX Comparison Chart in %
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BGEAX vs. FMDRX 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 FMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.15B vs. BGEAX (84.5M). FMDRX pays higher dividends than BGEAX: FMDRX (1.82) vs BGEAX (1.42). BGEAX was incepted earlier than FMDRX: BGEAX (15 years) vs FMDRX (13 years). BGEAX (1.55) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. BGEAX (13.19). BGEAX has a lower initial minimum investment than FMDRX: BGEAX (2500) vs FMDRX (1000000). BGEAX annual gain was more profitable for investors over the last year : 12.24 vs. FMDRX (4.83). BGEAX return over 5 years is better than : 37.81 vs. FMDRX (3.79).
| BGEAX | FMDRX | BGEAX / FMDRX | |
| Total Expense Ratio | 1.25 | 0.89 | 140% |
| Annual Report Gross Expense Ratio | 1.55 | 0.89 | 174% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 4.163 | 1.684 | 247% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.5M | 9.15B | 1% |
| Annual Yield % from dividends | 1.42 | 1.82 | 78% |
| Returns for 1 year | 12.24 | 4.83 | 254% |
| Returns for 3 years | 46.19 | 18.19 | 254% |
| Returns for 5 years | 37.81 | 3.79 | 997% |
| Returns for 10 years | 103.13 | 21.65 | 476% |
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