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BOGIX vs DFSTX
BOGIX vs DFSTX Comparison
Open Charts BOGIX vs DFSTX
SGI Small Cap Core Fund I Shares
Price$33.41
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets120.44M
BOGIX vs DFSTX Comparison Chart in %
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BOGIX vs. DFSTX commentary
Oct 06, 2025
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 BOGIX is a Hold and DFSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. BOGIX (120M). DFSTX pays higher dividends than BOGIX: DFSTX (1.07) vs BOGIX (0.58). BOGIX was incepted earlier than DFSTX: BOGIX (26 years) vs DFSTX (34 years). BOGIX (1.25) is less costly to investors than DFSTX (0.28). BOGIX is a more actively managed with annual turnover of: 211.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than BOGIX: DFSTX (0) vs BOGIX (10000). DFSTX annual gain was more profitable for investors over the last year : 9.92 vs. BOGIX (5.09). DFSTX return over 5 years is better than : 76.40 vs. BOGIX (21.01).
| BOGIX | DFSTX | BOGIX / DFSTX | |
| Total Expense Ratio | 1.23 | 0.27 | 456% |
| Annual Report Gross Expense Ratio | 1.25 | 0.28 | 446% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 8.474 | 7.119 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 17.2B | 1% |
| Annual Yield % from dividends | 0.58 | 1.07 | 54% |
| Returns for 1 year | 5.09 | 9.92 | 51% |
| Returns for 3 years | 36.22 | 37.19 | 97% |
| Returns for 5 years | 21.01 | 76.40 | 28% |
| Returns for 10 years | 16.94 | 82.01 | 21% |
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