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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
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 FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.28B vs. BGEAX (84.3M). FMDRX pays higher dividends than BGEAX: FMDRX (1.71) vs BGEAX (1.26). BGEAX was incepted earlier than FMDRX: BGEAX (16 years) vs FMDRX (13 years). BGEAX (1.35) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. BGEAX (31.32). 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 : 5.10 vs. FMDRX (2.41). BGEAX return over 5 years is better than : 49.25 vs. FMDRX (11.47).
| BGEAX | FMDRX | BGEAX / FMDRX | |
| Total Expense Ratio | 1.20 | 0.89 | 135% |
| Annual Report Gross Expense Ratio | 1.35 | 0.89 | 152% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 8.480 | 6.706 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.3M | 9.28B | 1% |
| Annual Yield % from dividends | 1.26 | 1.71 | 74% |
| Returns for 1 year | 5.10 | 2.41 | 211% |
| Returns for 3 years | 44.40 | 18.27 | 243% |
| Returns for 5 years | 49.25 | 11.47 | 429% |
| Returns for 10 years | 106.47 | 25.88 | 411% |
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