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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
Jun 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 DGEFX is a Buy and FMBRX is a Hold.
FUNDAMENTALS
Fundamentals
FMBRX has more cash in the bank: 3.41B vs. DGEFX (499M). DGEFX pays higher dividends than FMBRX: DGEFX (1.85) vs FMBRX (1.38). DGEFX was incepted earlier than FMBRX: DGEFX (9 years) vs FMBRX (13 years). DGEFX (1.07) 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 : 13.07 vs. FMBRX (9.14). DGEFX return over 5 years is better than : 49.29 vs. FMBRX (6.64).
| DGEFX | FMBRX | DGEFX / FMBRX | |
| Total Expense Ratio | 0.94 | 0.72 | 131% |
| Annual Report Gross Expense Ratio | 1.07 | 0.72 | 149% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 8.283 | 1.130 | 733% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 499M | 3.41B | 15% |
| Annual Yield % from dividends | 1.85 | 1.38 | 134% |
| Returns for 1 year | 13.07 | 9.14 | 143% |
| Returns for 3 years | 44.93 | 31.02 | 145% |
| Returns for 5 years | 49.29 | 6.64 | 742% |
| Returns for 10 years | N/A | 42.28 | - |
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