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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$12.35
Change+$0.21 (+1.73%)
VolumeN/A
Net Assets455.07M
LSV Global Managed Volatility Instl
Price$10.16
Change+$0.17 (+1.70%)
VolumeN/A
Net Assets9.03M
DGEFX vs LSVFX Comparison Chart
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DGEFX vs. LSVFX commentary
Apr 12, 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 Hold and LSVFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 455M vs. LSVFX (9.03M). LSVFX (2.53) and DGEFX (2.53) 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 (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 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 : 6.91 vs. LSVFX (-4.62). DGEFX return over 5 years is better than : 61.24 vs. LSVFX (32.41).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.96 | 0.75 | 128% |
| Annual Report Gross Expense Ratio | 1.08 | 1.14 | 95% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -2.802 | 0.100 | -2,797% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 9.03M | 5,042% |
| Annual Yield % from dividends | 2.53 | 2.53 | 100% |
| Returns for 1 year | 6.91 | -4.62 | -150% |
| Returns for 3 years | 8.50 | -4.51 | -189% |
| Returns for 5 years | 61.24 | 32.41 | 189% |
| Returns for 10 years | N/A | 31.37 | - |
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