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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets475.77M
LSV Global Managed Volatility Instl
Price$11.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.16M
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Aug 30, 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 DGEFX is a Buy and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. LSVFX (10.2M). LSVFX (2.46) and DGEFX (2.43) have matching dividends . DGEFX was incepted earlier than LSVFX: DGEFX (8 years) vs LSVFX (11 years). LSVFX (1.14) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. LSVFX (18.00). DGEFX has a lower initial minimum investment than LSVFX: DGEFX (0) vs LSVFX (100000). DGEFX annual gain was more profitable for investors over the last year : 13.94 vs. LSVFX (2.14). DGEFX return over 5 years is better than : 71.58 vs. LSVFX (38.55).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 1.07 | 1.14 | 94% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 14.015 | 16.333 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 10.2M | 4,667% |
| Annual Yield % from dividends | 2.43 | 2.46 | 99% |
| Returns for 1 year | 13.94 | 2.14 | 652% |
| Returns for 3 years | 37.77 | 21.66 | 174% |
| Returns for 5 years | 71.58 | 38.55 | 186% |
| Returns for 10 years | N/A | 69.62 | - |
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