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BGVCX vs FMDRX
BGVCX vs FMDRX Comparison
Open Charts BGVCX vs FMDRX
BGVCX vs FMDRX Comparison Chart in %
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BGVCX 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 BGVCX is a Buy and FMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.31B vs. BGVCX (84.6M). FMDRX pays higher dividends than BGVCX: FMDRX (1.71) vs BGVCX (0.88). BGVCX was incepted earlier than FMDRX: BGVCX (14 years) vs FMDRX (13 years). BGVCX (2.20) is less costly to investors than FMDRX (0.89). FMDRX is a more actively managed with annual turnover of: 42.28 vs. BGVCX (31.32). BGVCX has a lower initial minimum investment than FMDRX: BGVCX (2500) vs FMDRX (1000000). BGVCX annual gain was more profitable for investors over the last year : 4.09 vs. FMDRX (2.41). BGVCX return over 5 years is better than : 43.15 vs. FMDRX (11.47).
| BGVCX | FMDRX | BGVCX / FMDRX | |
| Total Expense Ratio | 1.95 | 0.89 | 219% |
| Annual Report Gross Expense Ratio | 2.20 | 0.89 | 247% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 7.899 | 6.706 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.6M | 9.31B | 1% |
| Annual Yield % from dividends | 0.88 | 1.71 | 52% |
| Returns for 1 year | 4.09 | 2.41 | 169% |
| Returns for 3 years | 40.70 | 18.27 | 223% |
| Returns for 5 years | 43.15 | 11.47 | 376% |
| Returns for 10 years | 92.00 | 25.88 | 355% |
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