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BOGIX vs DFSTX
BOGIX vs DFSTX Comparison
Open Charts BOGIX vs DFSTX
SGI Small Cap Core Fund I Shares
Price$30.98
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets118.27M
BOGIX vs DFSTX Comparison Chart in %
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BOGIX vs. DFSTX commentary
Dec 26, 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 BOGIX is a Buy and DFSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. BOGIX (118M). DFSTX pays higher dividends than BOGIX: DFSTX (1.05) vs BOGIX (0.58). BOGIX was incepted earlier than DFSTX: BOGIX (26 years) vs DFSTX (34 years). BOGIX (1.25) is less costly to investors than DFSTX (0.28). BOGIX is a more actively managed with annual turnover of: 168.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than BOGIX: DFSTX (0) vs BOGIX (10000). DFSTX annual gain was more profitable for investors over the last year : 8.98 vs. BOGIX (-0.90). DFSTX return over 5 years is better than : 45.03 vs. BOGIX (-5.79).
| BOGIX | DFSTX | BOGIX / DFSTX | |
| Total Expense Ratio | 1.23 | 0.27 | 456% |
| Annual Report Gross Expense Ratio | 1.25 | 0.28 | 446% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 0.584 | 10.315 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 17.5B | 1% |
| Annual Yield % from dividends | 0.58 | 1.05 | 55% |
| Returns for 1 year | -0.90 | 8.98 | -10% |
| Returns for 3 years | 26.01 | 42.56 | 61% |
| Returns for 5 years | -5.79 | 45.03 | -13% |
| Returns for 10 years | 23.33 | 95.08 | 25% |
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