Interact to see
Advertisement
Advertisement
DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
DGEFX vs LSVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LSVFX commentary
Jul 14, 2026
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: 505M vs. LSVFX (10.7M). LSVFX pays higher dividends than DGEFX: LSVFX (2.83) vs DGEFX (1.87). DGEFX was incepted earlier than LSVFX: DGEFX (9 years) vs LSVFX (12 years). LSVFX (1.75) is less costly to investors than DGEFX (1.10). DGEFX is a more actively managed with annual turnover of: 62.00 vs. LSVFX (22.00). DGEFX has a lower initial minimum investment than LSVFX: DGEFX (0) vs LSVFX (100000). LSVFX annual gain was more profitable for investors over the last year : 15.30 vs. DGEFX (11.30). DGEFX return over 5 years is better than : 50.89 vs. LSVFX (28.00).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.98 | 0.75 | 131% |
| Annual Report Gross Expense Ratio | 1.10 | 1.75 | 63% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 10.240 | 12.827 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 10.7M | 4,720% |
| Annual Yield % from dividends | 1.87 | 2.83 | 66% |
| Returns for 1 year | 11.30 | 15.30 | 74% |
| Returns for 3 years | 43.82 | 24.44 | 179% |
| Returns for 5 years | 50.89 | 28.00 | 182% |
| Returns for 10 years | N/A | 68.13 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers