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CAXIX vs DGEFX
CAXIX vs DGEFX Comparison
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CAXIX vs DGEFX Comparison Chart in %
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CAXIX vs. DGEFX commentary
Aug 17, 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 Buy and DGEFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 520M vs. CAXIX (96.5M). DGEFX pays higher dividends than CAXIX: DGEFX (1.81) vs CAXIX (1.11). CAXIX was incepted earlier than DGEFX: CAXIX (12 years) vs DGEFX (9 years). CAXIX (1.37) is less costly to investors than DGEFX (1.10). 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). DGEFX annual gain was more profitable for investors over the last year : 13.38 vs. CAXIX (12.31). DGEFX return over 5 years is better than : 53.91 vs. CAXIX (38.13).
| CAXIX | DGEFX | CAXIX / DGEFX | |
| Total Expense Ratio | 0.97 | 0.98 | 99% |
| Annual Report Gross Expense Ratio | 1.37 | 1.10 | 125% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 12.165 | 14.517 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.5M | 520M | 19% |
| Annual Yield % from dividends | 1.11 | 1.81 | 61% |
| Returns for 1 year | 12.31 | 13.38 | 92% |
| Returns for 3 years | 38.60 | 51.57 | 75% |
| Returns for 5 years | 38.13 | 53.91 | 71% |
| Returns for 10 years | 95.32 | N/A | - |
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