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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
Aug 23, 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: 519M vs. CAXAX (97.2M). DGEFX pays higher dividends than CAXAX: DGEFX (1.81) 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 (1.10). 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). CAXAX (13.45) and DGEFX (13.06) have marching annual gain over last year. DGEFX return over 5 years is better than : 55.52 vs. CAXAX (39.71).
| 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 | 12.868 | 14.517 | 89% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.2M | 519M | 19% |
| Annual Yield % from dividends | 0.90 | 1.81 | 49% |
| Returns for 1 year | 13.45 | 13.06 | 103% |
| Returns for 3 years | 39.36 | 53.23 | 74% |
| Returns for 5 years | 39.71 | 55.52 | 72% |
| Returns for 10 years | 91.02 | N/A | - |
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