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BPGIX vs DGEFX
BPGIX vs DGEFX Comparison
Open Charts BPGIX vs DGEFX
Boston Partners Global Equity Instl
Price$24.94
Change-$0.50 (-1.97%)
VolumeN/A
Net Assets247.84M
Destinations Equity Income I
Price$13.16
Change-$0.13 (-0.98%)
VolumeN/A
Net Assets508.89M
BPGIX vs DGEFX Comparison Chart
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BPGIX vs. DGEFX commentary
Mar 11, 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 BPGIX is a Hold and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 509M vs. BPGIX (248M). DGEFX pays higher dividends than BPGIX: DGEFX (2.55) vs BPGIX (1.84). BPGIX was incepted earlier than DGEFX: BPGIX (13 years) vs DGEFX (8 years). BPGIX (1.11) and DGEFX (1.08) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 51.00 vs. BPGIX (48.00). DGEFX has a lower initial minimum investment than BPGIX: DGEFX (0) vs BPGIX (100000). DGEFX annual gain was more profitable for investors over the last year : 17.16 vs. BPGIX (11.11). BPGIX return over 5 years is better than : 105.53 vs. DGEFX (73.55).
| BPGIX | DGEFX | BPGIX / DGEFX | |
| Total Expense Ratio | 0.95 | 0.96 | 99% |
| Annual Report Gross Expense Ratio | 1.11 | 1.08 | 103% |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 11.579 | 6.065 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248M | 509M | 49% |
| Annual Yield % from dividends | 1.84 | 2.55 | 72% |
| Returns for 1 year | 11.11 | 17.16 | 65% |
| Returns for 3 years | 34.11 | 24.24 | 141% |
| Returns for 5 years | 105.53 | 73.55 | 143% |
| Returns for 10 years | 92.02 | N/A | - |