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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$12.59
Change+$0.12 (+0.96%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Instl
Price$11.57
Change+$0.07 (+0.61%)
VolumeN/A
CapitalizationN/A
DGEFX vs LSVFX Comparison Chart
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DGEFX vs. LSVFX commentary
Dec 23, 2024
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 StrongBuy and LSVFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. LSVFX (9.04M). LSVFX pays higher dividends than DGEFX: LSVFX (5.16) vs DGEFX (2.98). DGEFX was incepted earlier than LSVFX: DGEFX (8 years) vs LSVFX (11 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. LSVFX (19.00). 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 : 14.11 vs. LSVFX (4.27). DGEFX return over 5 years is better than : 33.34 vs. LSVFX (21.25).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 12.943 | 12.768 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 9.04M | 5,556% |
| Annual Yield % from dividends | 2.98 | 5.16 | 58% |
| Returns for 1 year | 14.11 | 4.27 | 331% |
| Returns for 3 years | 17.90 | 10.38 | 173% |
| Returns for 5 years | 33.34 | 21.25 | 157% |
| Returns for 10 years | N/A | 52.64 | - |
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