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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$12.87
Change-$0.08 (-0.62%)
VolumeN/A
Net Assets511.6M
LSV Global Managed Volatility Instl
Price$10.17
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets9.19M
DGEFX vs LSVFX Comparison Chart
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DGEFX vs. LSVFX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 512M vs. LSVFX (9.19M). 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 : 17.17 vs. LSVFX (1.72). DGEFX return over 5 years is better than : 37.11 vs. LSVFX (9.27).
| 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 | 2.713 | 1.904 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 9.19M | 5,572% |
| Annual Yield % from dividends | 2.98 | 5.16 | 58% |
| Returns for 1 year | 17.17 | 1.72 | 1,000% |
| Returns for 3 years | 19.20 | -1.78 | -1,077% |
| Returns for 5 years | 37.11 | 9.27 | 400% |
| Returns for 10 years | N/A | 37.47 | - |
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