BCGDX
Price
$17.57
Change
-$0.13 (-0.73%)
Updated
Jun 13 closing price
Net Assets
85.26M
DGEFX
Price
$13.46
Change
-$0.12 (-0.88%)
Updated
Jun 13 closing price
Net Assets
468.2M
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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$17.57
Change-$0.13 (-0.73%)
VolumeN/A
Net Assets85.26M
Destinations Equity Income I
Price$13.46
Change-$0.12 (-0.88%)
VolumeN/A
Net Assets468.2M
BCGDX vs DGEFX Comparison Chart
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BCGDX vs. DGEFX commentary
Jun 16, 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: 468M vs. BCGDX (85.3M). DGEFX pays higher dividends than BCGDX: DGEFX (2.49) vs BCGDX (1.48). BCGDX was incepted earlier than DGEFX: BCGDX (11 years) vs DGEFX (8 years). BCGDX (1.44) is less costly to investors than DGEFX (1.08). 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). DGEFX annual gain was more profitable for investors over the last year : 16.15 vs. BCGDX (14.51). BCGDX return over 5 years is better than : 81.29 vs. DGEFX (70.99).
BCGDXDGEFXBCGDX / DGEFX
Total Expense Ratio1.000.96104%
Annual Report Gross Expense Ratio1.441.08133%
Fund Existence11 years8 years-
Gain YTD13.0807.766168%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets85.3M468M18%
Annual Yield % from dividends1.482.4959%
Returns for 1 year14.5116.1590%
Returns for 3 years49.1632.84150%
Returns for 5 years81.2970.99115%
Returns for 10 years110.42N/A-
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