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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$13.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Instl
Price$11.95
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DGEFX vs LSVFX Comparison Chart
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DGEFX vs. LSVFX commentary
Nov 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 527M vs. LSVFX (9.8M). LSVFX pays higher dividends than DGEFX: LSVFX (5.16) vs DGEFX (2.98). DGEFX was incepted earlier than LSVFX: DGEFX (8 years) vs LSVFX (10 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 : 22.67 vs. LSVFX (11.58). DGEFX return over 5 years is better than : 41.23 vs. LSVFX (24.03).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 16.711 | 16.472 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 527M | 9.8M | 5,376% |
| Annual Yield % from dividends | 2.98 | 5.16 | 58% |
| Returns for 1 year | 22.67 | 11.58 | 196% |
| Returns for 3 years | 22.88 | 14.78 | 155% |
| Returns for 5 years | 41.23 | 24.03 | 172% |
| Returns for 10 years | N/A | 55.95 | - |
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