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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
Aug 03, 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: 512M vs. LSVFX (11.2M). LSVFX pays higher dividends than DGEFX: LSVFX (2.67) vs DGEFX (1.81). 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 : 21.13 vs. DGEFX (14.13). DGEFX return over 5 years is better than : 53.98 vs. LSVFX (33.13).
| 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 | 12.305 | 17.254 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 11.2M | 4,571% |
| Annual Yield % from dividends | 1.81 | 2.67 | 68% |
| Returns for 1 year | 14.13 | 21.13 | 67% |
| Returns for 3 years | 44.70 | 28.30 | 158% |
| Returns for 5 years | 53.98 | 33.13 | 163% |
| Returns for 10 years | N/A | 73.53 | - |
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