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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets475.24M
LSV Global Managed Volatility Instl
Price$11.80
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.4M
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Nov 20, 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 Hold and LSVFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. LSVFX (10.4M). LSVFX pays higher dividends than DGEFX: LSVFX (2.35) vs DGEFX (2.20). DGEFX was incepted earlier than LSVFX: DGEFX (9 years) vs LSVFX (11 years). LSVFX (1.76) 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 : 12.98 vs. LSVFX (2.24). DGEFX return over 5 years is better than : 67.25 vs. LSVFX (38.45).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 1.07 | 1.76 | 61% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 15.687 | 18.236 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 10.4M | 4,567% |
| Annual Yield % from dividends | 2.20 | 2.35 | 93% |
| Returns for 1 year | 12.98 | 2.24 | 580% |
| Returns for 3 years | 35.22 | 19.84 | 177% |
| Returns for 5 years | 67.25 | 38.45 | 175% |
| Returns for 10 years | N/A | 65.27 | - |
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