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DGEFX vs IEVAX
DGEFX vs IEVAX Comparison
Open Charts DGEFX vs IEVAX
DGEFX vs IEVAX Comparison Chart in %
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DGEFX vs. IEVAX commentary
Sep 12, 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 IEVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
IEVAX has more cash in the bank: 907M vs. DGEFX (525M). IEVAX pays higher dividends than DGEFX: IEVAX (2.92) vs DGEFX (1.80). DGEFX was incepted earlier than IEVAX: DGEFX (9 years) vs IEVAX (32 years). IEVAX (1.12) and DGEFX (1.10) have similar cost to investors . IEVAX (63.00) and DGEFX (62.00) have comparable annual turnover. DGEFX has a lower initial minimum investment than IEVAX: DGEFX (0) vs IEVAX (2000). DGEFX annual gain was more profitable for investors over the last year : 8.55 vs. IEVAX (6.96). DGEFX return over 5 years is better than : 53.98 vs. IEVAX (21.16).
| DGEFX | IEVAX | DGEFX / IEVAX | |
| Total Expense Ratio | 0.98 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 1.10 | 1.12 | 98% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 12.305 | 10.719 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 907M | 58% |
| Annual Yield % from dividends | 1.80 | 2.92 | 61% |
| Returns for 1 year | 8.55 | 6.96 | 123% |
| Returns for 3 years | 49.04 | 33.34 | 147% |
| Returns for 5 years | 53.98 | 21.16 | 255% |
| Returns for 10 years | N/A | 50.76 | - |
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