BCGDX
Price
$18.12
Change
-$0.21 (-1.15%)
Updated
Jul 28 closing price
Net Assets
89.42M
DGEFX
Price
$13.73
Change
-$0.13 (-0.94%)
Updated
Jul 28 closing price
Net Assets
473.58M
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BCGDX vs DGEFX

Header iconBCGDX vs DGEFX Comparison
Open Charts BCGDX vs DGEFXBanner chart's image
Blue Current Global Dividend Instl
Price$18.12
Change-$0.21 (-1.15%)
VolumeN/A
Net Assets89.42M
Destinations Equity Income I
Price$13.73
Change-$0.13 (-0.94%)
VolumeN/A
Net Assets473.58M
BCGDX vs DGEFX Comparison Chart in %
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BCGDX vs. DGEFX commentary
Jul 29, 2025

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 BCGDX is a Buy and DGEFX is a Buy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 474M vs. BCGDX (89.4M). DGEFX pays higher dividends than BCGDX: DGEFX (2.44) vs BCGDX (1.45). BCGDX was incepted earlier than DGEFX: BCGDX (11 years) vs DGEFX (8 years). BCGDX (1.44) is less costly to investors than DGEFX (1.07). BCGDX (46.00) and DGEFX (45.00) have comparable annual turnover. DGEFX has a lower initial minimum investment than BCGDX: DGEFX (0) vs BCGDX (100000). BCGDX annual gain was more profitable for investors over the last year : 17.29 vs. DGEFX (14.92). BCGDX (74.69) and DGEFX (71.34) have equivalent 5 years return.
BCGDXDGEFXBCGDX / DGEFX
Total Expense Ratio1.000.94106%
Annual Report Gross Expense Ratio1.441.07135%
Fund Existence11 years8 years-
Gain YTD17.55411.837148%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets89.4M474M19%
Annual Yield % from dividends1.452.4459%
Returns for 1 year17.2914.92116%
Returns for 3 years49.2832.20153%
Returns for 5 years74.6971.34105%
Returns for 10 years118.97N/A-
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