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BCGDX vs DGEFX
BCGDX vs DGEFX Comparison
Open Charts BCGDX vs DGEFX
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.
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.
| BCGDX | DGEFX | BCGDX / DGEFX | |
| Total Expense Ratio | 1.00 | 0.94 | 106% |
| Annual Report Gross Expense Ratio | 1.44 | 1.07 | 135% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 17.554 | 11.837 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 474M | 19% |
| Annual Yield % from dividends | 1.45 | 2.44 | 59% |
| Returns for 1 year | 17.29 | 14.92 | 116% |
| Returns for 3 years | 49.28 | 32.20 | 153% |
| Returns for 5 years | 74.69 | 71.34 | 105% |
| Returns for 10 years | 118.97 | N/A | - |
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