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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$13.63
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets465.39M
LSV Global Managed Volatility Instl
Price$11.16
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets9.72M
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Jul 17, 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: 465M vs. LSVFX (9.72M). DGEFX (2.44) and LSVFX (2.44) 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 : 12.80 vs. LSVFX (2.19). DGEFX return over 5 years is better than : 70.16 vs. LSVFX (37.14).
| 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 | 9.416 | 11.323 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 9.72M | 4,783% |
| Annual Yield % from dividends | 2.44 | 2.44 | 100% |
| Returns for 1 year | 12.80 | 2.19 | 584% |
| Returns for 3 years | 34.00 | 16.31 | 208% |
| Returns for 5 years | 70.16 | 37.14 | 189% |
| Returns for 10 years | N/A | 47.38 | - |
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