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BOGIX vs DFSTX
BOGIX vs DFSTX Comparison
Open Charts BOGIX vs DFSTX
SGI Small Cap Core Fund I Shares
Price$32.54
Change-$0.65 (-1.96%)
VolumeN/A
Net Assets113.98M
BOGIX vs DFSTX Comparison Chart in %
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BOGIX vs. DFSTX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. BOGIX (114M). DFSTX pays higher dividends than BOGIX: DFSTX (1.08) vs BOGIX (0.59). 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: 211.00 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 : -0.31 vs. BOGIX (-2.09). DFSTX return over 5 years is better than : 54.99 vs. BOGIX (9.80).
| 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 | 7.760 | 6.068 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 16.6B | 1% |
| Annual Yield % from dividends | 0.59 | 1.08 | 54% |
| Returns for 1 year | -2.09 | -0.31 | 667% |
| Returns for 3 years | 28.06 | 25.84 | 109% |
| Returns for 5 years | 9.80 | 54.99 | 18% |
| Returns for 10 years | 15.29 | 78.44 | 19% |
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