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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 500M vs. LSVFX (10.4M). LSVFX pays higher dividends than DGEFX: LSVFX (2.77) vs DGEFX (1.85). DGEFX was incepted earlier than LSVFX: DGEFX (9 years) vs LSVFX (12 years). LSVFX (1.75) is less costly to investors than DGEFX (1.07). 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 : 14.90 vs. DGEFX (13.07). DGEFX return over 5 years is better than : 49.29 vs. LSVFX (26.55).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 1.07 | 1.75 | 61% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 8.283 | 10.117 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 500M | 10.4M | 4,808% |
| Annual Yield % from dividends | 1.85 | 2.77 | 67% |
| Returns for 1 year | 13.07 | 14.90 | 88% |
| Returns for 3 years | 44.93 | 24.52 | 183% |
| Returns for 5 years | 49.29 | 26.55 | 186% |
| Returns for 10 years | N/A | 72.20 | - |
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