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BEGRX vs DGEFX
BEGRX vs DGEFX Comparison
Open Charts BEGRX vs DGEFX
Franklin Mutual Beacon Z
Price$18.98
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets3.55B
Destinations Equity Income I
Price$14.10
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets490.64M
BEGRX vs DGEFX Comparison Chart in %
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BEGRX vs. DGEFX commentary
Jan 15, 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 BEGRX is a Hold and DGEFX is a Hold.
FUNDAMENTALS
Fundamentals
BEGRX has more cash in the bank: 3.55B vs. DGEFX (491M). DGEFX pays higher dividends than BEGRX: DGEFX (1.92) vs BEGRX (1.36). BEGRX was incepted earlier than DGEFX: BEGRX (64 years) vs DGEFX (9 years). DGEFX (1.07) is less costly to investors than BEGRX (0.77). DGEFX is a more actively managed with annual turnover of: 45.00 vs. BEGRX (15.03). DGEFX has a lower initial minimum investment than BEGRX: DGEFX (0) vs BEGRX (100000). BEGRX annual gain was more profitable for investors over the last year : 21.09 vs. DGEFX (15.14). DGEFX return over 5 years is better than : 57.84 vs. BEGRX (22.29).
| BEGRX | DGEFX | BEGRX / DGEFX | |
| Total Expense Ratio | 0.77 | 0.94 | 82% |
| Annual Report Gross Expense Ratio | 0.77 | 1.07 | 72% |
| Fund Existence | 64 years | 9 years | - |
| Gain YTD | 2.043 | 2.845 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.55B | 491M | 724% |
| Annual Yield % from dividends | 1.36 | 1.92 | 71% |
| Returns for 1 year | 21.09 | 15.14 | 139% |
| Returns for 3 years | 30.84 | 31.42 | 98% |
| Returns for 5 years | 22.29 | 57.84 | 39% |
| Returns for 10 years | 58.07 | N/A | - |
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