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BOGIX vs DFSTX
BOGIX vs DFSTX Comparison
Open Charts BOGIX vs DFSTX
SGI Small Cap Core Fund I Shares
Price$33.72
Change+$0.53 (+1.60%)
VolumeN/A
Net Assets118.3M
BOGIX vs DFSTX Comparison Chart in %
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BOGIX vs. DFSTX commentary
Dec 04, 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: 17.3B 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: 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 : -1.01 vs. BOGIX (-3.59). DFSTX return over 5 years is better than : 48.90 vs. BOGIX (3.39).
| 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 | 7.662 | 7.490 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 17.3B | 1% |
| Annual Yield % from dividends | 0.58 | 1.05 | 55% |
| Returns for 1 year | -3.59 | -1.01 | 357% |
| Returns for 3 years | 26.20 | 25.41 | 103% |
| Returns for 5 years | 3.39 | 48.90 | 7% |
| Returns for 10 years | 30.46 | 74.83 | 41% |
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