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CAXIX vs DGEFX
CAXIX vs DGEFX Comparison
Open Charts CAXIX vs DGEFX
CAXIX vs DGEFX Comparison Chart in %
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CAXIX vs. DGEFX commentary
Jul 06, 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 CAXIX is a StrongBuy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 506M vs. CAXIX (95.2M). DGEFX pays higher dividends than CAXIX: DGEFX (1.87) vs CAXIX (1.10). CAXIX was incepted earlier than DGEFX: CAXIX (12 years) vs DGEFX (9 years). CAXIX (1.37) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 62.00 vs. CAXIX (30.00). DGEFX has a lower initial minimum investment than CAXIX: DGEFX (0) vs CAXIX (2500). CAXIX annual gain was more profitable for investors over the last year : 12.13 vs. DGEFX (11.38). DGEFX return over 5 years is better than : 50.49 vs. CAXIX (36.86).
| CAXIX | DGEFX | CAXIX / DGEFX | |
| Total Expense Ratio | 0.97 | 0.94 | 103% |
| Annual Report Gross Expense Ratio | 1.37 | 1.07 | 128% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 10.619 | 10.240 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.2M | 506M | 19% |
| Annual Yield % from dividends | 1.10 | 1.87 | 59% |
| Returns for 1 year | 12.13 | 11.38 | 107% |
| Returns for 3 years | 36.53 | 44.59 | 82% |
| Returns for 5 years | 36.86 | 50.49 | 73% |
| Returns for 10 years | 100.97 | N/A | - |
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