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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
Jun 25, 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 Hold and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 500M vs. CAXAX (95.1M). DGEFX pays higher dividends than CAXAX: DGEFX (1.85) vs CAXAX (0.90). CAXAX was incepted earlier than DGEFX: CAXAX (15 years) vs DGEFX (9 years). CAXAX (1.62) is less costly to investors than DGEFX (1.07). 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). CAXAX annual gain was more profitable for investors over the last year : 14.22 vs. DGEFX (12.46). DGEFX return over 5 years is better than : 48.84 vs. CAXAX (35.37).
| CAXAX | DGEFX | CAXAX / DGEFX | |
| Total Expense Ratio | 1.22 | 0.94 | 130% |
| Annual Report Gross Expense Ratio | 1.62 | 1.07 | 151% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 10.078 | 8.430 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 500M | 19% |
| Annual Yield % from dividends | 0.90 | 1.85 | 48% |
| Returns for 1 year | 14.22 | 12.46 | 114% |
| Returns for 3 years | 37.39 | 45.13 | 83% |
| Returns for 5 years | 35.37 | 48.84 | 72% |
| Returns for 10 years | 102.38 | N/A | - |
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