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BGVCX vs DGEFX
BGVCX vs DGEFX Comparison
Open Charts BGVCX vs DGEFX
BGVCX vs DGEFX Comparison Chart in %
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BGVCX 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 BGVCX is a Buy and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 525M vs. BGVCX (84.6M). DGEFX pays higher dividends than BGVCX: DGEFX (1.80) vs BGVCX (0.88). BGVCX was incepted earlier than DGEFX: BGVCX (14 years) vs DGEFX (9 years). BGVCX (2.20) is less costly to investors than DGEFX (1.10). DGEFX is a more actively managed with annual turnover of: 62.00 vs. BGVCX (31.32). DGEFX has a lower initial minimum investment than BGVCX: DGEFX (0) vs BGVCX (2500). DGEFX annual gain was more profitable for investors over the last year : 8.55 vs. BGVCX (4.09). DGEFX return over 5 years is better than : 53.98 vs. BGVCX (43.15).
| BGVCX | DGEFX | BGVCX / DGEFX | |
| Total Expense Ratio | 1.95 | 0.98 | 199% |
| Annual Report Gross Expense Ratio | 2.20 | 1.10 | 200% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 7.899 | 12.305 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.6M | 525M | 16% |
| Annual Yield % from dividends | 0.88 | 1.80 | 49% |
| Returns for 1 year | 4.09 | 8.55 | 48% |
| Returns for 3 years | 40.70 | 49.04 | 83% |
| Returns for 5 years | 43.15 | 53.98 | 80% |
| Returns for 10 years | 92.00 | N/A | - |
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