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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
Aug 26, 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 Hold and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 521M vs. BGVIX (86.6M). DGEFX pays higher dividends than BGVIX: DGEFX (1.81) vs BGVIX (1.42). BGVIX was incepted earlier than DGEFX: BGVIX (18 years) vs DGEFX (9 years). BGVIX (1.19) is less costly to investors than DGEFX (1.10). 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 : 12.80 vs. BGVIX (11.12). DGEFX return over 5 years is better than : 55.68 vs. BGVIX (52.86).
| BGVIX | DGEFX | BGVIX / DGEFX | |
| Total Expense Ratio | 1.00 | 0.98 | 102% |
| Annual Report Gross Expense Ratio | 1.19 | 1.10 | 108% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 11.463 | 14.738 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.6M | 521M | 17% |
| Annual Yield % from dividends | 1.42 | 1.81 | 78% |
| Returns for 1 year | 11.12 | 12.80 | 87% |
| Returns for 3 years | 51.82 | 53.11 | 98% |
| Returns for 5 years | 52.86 | 55.68 | 95% |
| Returns for 10 years | 117.29 | N/A | - |
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