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CAXAX vs DGEFX
CAXAX vs DGEFX Comparison
Open Charts CAXAX vs DGEFX
CAXAX vs DGEFX Comparison Chart in %
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CAXAX vs. DGEFX commentary
Jul 28, 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 CAXAX is a Buy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 511M vs. CAXAX (93.8M). DGEFX pays higher dividends than CAXAX: DGEFX (1.87) vs CAXAX (0.89). CAXAX was incepted earlier than DGEFX: CAXAX (15 years) vs DGEFX (9 years). CAXAX (1.62) is less costly to investors than DGEFX (1.10). DGEFX is a more actively managed with annual turnover of: 62.00 vs. CAXAX (30.00). DGEFX has a lower initial minimum investment than CAXAX: DGEFX (0) vs CAXAX (2500). DGEFX annual gain was more profitable for investors over the last year : 11.79 vs. CAXAX (9.38). DGEFX return over 5 years is better than : 53.34 vs. CAXAX (33.94).
| CAXAX | DGEFX | CAXAX / DGEFX | |
| Total Expense Ratio | 1.22 | 0.98 | 124% |
| Annual Report Gross Expense Ratio | 1.62 | 1.10 | 147% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 9.044 | 11.936 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 511M | 18% |
| Annual Yield % from dividends | 0.89 | 1.87 | 48% |
| Returns for 1 year | 9.38 | 11.79 | 80% |
| Returns for 3 years | 30.11 | 43.47 | 69% |
| Returns for 5 years | 33.94 | 53.34 | 64% |
| Returns for 10 years | 89.32 | N/A | - |