Interact to see
Advertisement
Advertisement
BOGIX vs DFSTX
BOGIX vs DFSTX Comparison
Open Charts BOGIX vs DFSTX
SGI Small Cap Core Fund I Shares
Price$32.17
Change-$0.54 (-1.65%)
VolumeN/A
Net Assets121.31M
BOGIX vs DFSTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BOGIX vs. DFSTX commentary
Feb 05, 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 BOGIX is a Hold and DFSTX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. BOGIX (121M). DFSTX pays higher dividends than BOGIX: DFSTX (1.02) vs BOGIX (0.38). BOGIX was incepted earlier than DFSTX: BOGIX (26 years) vs DFSTX (34 years). BOGIX (1.29) is less costly to investors than DFSTX (0.28). BOGIX is a more actively managed with annual turnover of: 168.00 vs. DFSTX (5.00). 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 : 13.21 vs. BOGIX (1.87). DFSTX return over 5 years is better than : 38.07 vs. BOGIX (-12.74).
| BOGIX | DFSTX | BOGIX / DFSTX | |
| Total Expense Ratio | 1.23 | 0.27 | 456% |
| Annual Report Gross Expense Ratio | 1.29 | 0.28 | 461% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 6.032 | 6.752 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121M | 18.1B | 1% |
| Annual Yield % from dividends | 0.38 | 1.02 | 37% |
| Returns for 1 year | 1.87 | 13.21 | 14% |
| Returns for 3 years | 17.10 | 33.64 | 51% |
| Returns for 5 years | -12.74 | 38.07 | -33% |
| Returns for 10 years | 53.53 | 131.31 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers