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DGEFX vs FMBRX
DGEFX vs FMBRX Comparison
Open Charts DGEFX vs FMBRX
DGEFX vs FMBRX Comparison Chart in %
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DGEFX vs. FMBRX commentary
Sep 13, 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 DGEFX is a Hold and FMBRX is a Buy.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.57B vs. DGEFX (525M). DGEFX pays higher dividends than FMBRX: DGEFX (1.80) vs FMBRX (1.29). DGEFX was incepted earlier than FMBRX: DGEFX (9 years) vs FMBRX (13 years). DGEFX (1.10) is less costly to investors than FMBRX (0.72). DGEFX is a more actively managed with annual turnover of: 62.00 vs. FMBRX (46.86). DGEFX has a lower initial minimum investment than FMBRX: DGEFX (0) vs FMBRX (1000000). DGEFX annual gain was more profitable for investors over the last year : 8.55 vs. FMBRX (8.03). DGEFX return over 5 years is better than : 53.98 vs. FMBRX (14.01).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | 0.98 | 0.72 | 136% |
| Annual Report Gross Expense Ratio | 1.10 | 0.72 | 153% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 12.305 | 7.320 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 3.57B | 15% |
| Annual Yield % from dividends | 1.80 | 1.29 | 140% |
| Returns for 1 year | 8.55 | 8.03 | 107% |
| Returns for 3 years | 49.04 | 34.94 | 140% |
| Returns for 5 years | 53.98 | 14.01 | 385% |
| Returns for 10 years | N/A | 42.48 | - |
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