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BGVIX vs DGEFX
BGVIX vs DGEFX Comparison
Open Charts BGVIX vs DGEFX
BGVIX vs DGEFX Comparison Chart in %
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BGVIX vs. DGEFX commentary
Sep 15, 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 BGVIX is a Buy and DGEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 508M vs. BGVIX (84.6M). DGEFX pays higher dividends than BGVIX: DGEFX (1.80) vs BGVIX (1.38). BGVIX was incepted earlier than DGEFX: BGVIX (18 years) vs DGEFX (9 years). DGEFX (1.10) and BGVIX (1.07) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 62.00 vs. BGVIX (31.32). DGEFX has a lower initial minimum investment than BGVIX: DGEFX (0) vs BGVIX (100000). DGEFX annual gain was more profitable for investors over the last year : 9.08 vs. BGVIX (6.76). DGEFX (53.01) and BGVIX (51.26) have equivalent 5 years return.
| BGVIX | DGEFX | BGVIX / DGEFX | |
| Total Expense Ratio | 0.90 | 0.98 | 92% |
| Annual Report Gross Expense Ratio | 1.07 | 1.10 | 97% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 9.298 | 12.378 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.6M | 508M | 17% |
| Annual Yield % from dividends | 1.38 | 1.80 | 77% |
| Returns for 1 year | 6.76 | 9.08 | 74% |
| Returns for 3 years | 46.33 | 48.20 | 96% |
| Returns for 5 years | 51.26 | 53.01 | 97% |
| Returns for 10 years | 114.90 | N/A | - |
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