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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$13.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets469.27M
LSV Global Managed Volatility Instl
Price$10.97
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets9.64M
DGEFX vs LSVFX Comparison Chart
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DGEFX vs. LSVFX commentary
Jun 07, 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: 469M vs. LSVFX (9.64M). DGEFX (2.49) and LSVFX (2.48) 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 (1.08). 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 : 14.13 vs. LSVFX (3.40). DGEFX return over 5 years is better than : 60.13 vs. LSVFX (32.39).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 1.08 | 1.14 | 95% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 6.965 | 9.820 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 9.64M | 4,864% |
| Annual Yield % from dividends | 2.49 | 2.48 | 101% |
| Returns for 1 year | 14.13 | 3.40 | 416% |
| Returns for 3 years | 21.89 | 7.51 | 291% |
| Returns for 5 years | 60.13 | 32.39 | 186% |
| Returns for 10 years | N/A | 46.83 | - |
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