DGEFX
Price
$13.77
Change
+$0.05 (+0.36%)
Updated
Aug 7 closing price
Net Assets
465.19M
LSVFX
Price
$11.24
Change
+$0.03 (+0.27%)
Updated
Aug 6 closing price
Net Assets
9.83M
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DGEFX vs LSVFX

Header iconDGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFXBanner chart's image
Destinations Equity Income I
Price$13.77
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets465.19M
LSV Global Managed Volatility Instl
Price$11.24
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets9.83M
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Aug 08, 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 StrongBuy and LSVFX is a Buy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. LSVFX (9.83M). LSVFX (2.46) and DGEFX (2.43) 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 : 18.29 vs. LSVFX (5.37). DGEFX return over 5 years is better than : 68.98 vs. LSVFX (36.52).
DGEFXLSVFXDGEFX / LSVFX
Total Expense Ratio0.940.75125%
Annual Report Gross Expense Ratio1.071.1494%
Fund Existence8 years11 years-
Gain YTD11.11112.32590%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets465M9.83M4,730%
Annual Yield % from dividends2.432.4699%
Returns for 1 year18.295.37341%
Returns for 3 years32.2615.10214%
Returns for 5 years68.9836.52189%
Returns for 10 yearsN/A50.18-
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