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BCGDX vs DGEFX
BCGDX vs DGEFX Comparison
Open Charts BCGDX vs DGEFX
Blue Current Global Dividend Instl
Price$17.96
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets87.87M
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
BCGDX vs DGEFX Comparison Chart in %
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BCGDX vs. DGEFX commentary
Jul 07, 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: 473M vs. BCGDX (87.9M). 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 (1.08). 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 : 18.33 vs. BCGDX (16.33). BCGDX return over 5 years is better than : 82.49 vs. DGEFX (75.26).
| BCGDX | DGEFX | BCGDX / DGEFX | |
| Total Expense Ratio | 1.00 | 0.96 | 104% |
| Annual Report Gross Expense Ratio | 1.44 | 1.08 | 133% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 16.516 | 10.869 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 473M | 19% |
| Annual Yield % from dividends | 1.45 | 2.44 | 59% |
| Returns for 1 year | 16.33 | 18.33 | 89% |
| Returns for 3 years | 53.58 | 34.09 | 157% |
| Returns for 5 years | 82.49 | 75.26 | 110% |
| Returns for 10 years | 120.56 | N/A | - |
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