Ad is loading...
DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$13.19
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets510.74M
LSV Global Managed Volatility Instl
Price$10.55
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets9.49M
DGEFX vs LSVFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LSVFX commentary
Feb 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 511M vs. LSVFX (9.49M). 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 : 18.41 vs. LSVFX (2.82). DGEFX return over 5 years is better than : 41.56 vs. LSVFX (15.13).
| 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 | 5.267 | 5.711 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 511M | 9.49M | 5,386% |
| Annual Yield % from dividends | 2.98 | 5.16 | 58% |
| Returns for 1 year | 18.41 | 2.82 | 652% |
| Returns for 3 years | 22.06 | 3.22 | 685% |
| Returns for 5 years | 41.56 | 15.13 | 275% |
| Returns for 10 years | N/A | 40.64 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FQITX | 13.14 | -0.03 | -0.23% |
| Fidelity SAI International Qly Idx | |||
| TDFIX | 8.24 | -0.09 | -1.08% |
| Transamerica Sustainable Equity Inc I | |||
| EQNIX | 21.80 | -0.26 | -1.18% |
| MFS Equity Income I | |||
| DFSIX | 46.38 | -0.96 | -2.03% |
| DFA US Sustainability Core 1 | |||
| LIMAX | 7.02 | -0.20 | -2.77% |
| Cromwell Tran Sustainable Focus Investor | |||