DGEFX
Price
$13.15
Change
+$0.05 (+0.38%)
Updated
Apr 2 closing price
Net Assets
495.03M
LSVGX
Price
$14.64
Change
+$0.09 (+0.62%)
Updated
Apr 2 closing price
Net Assets
78.19M
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DGEFX vs LSVGX

Header iconDGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGXBanner chart's image
Destinations Equity Income I
Price$13.15
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets495.03M
LSV Global Value Institutional
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets78.19M
DGEFX vs LSVGX Comparison Chart
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DGEFX vs. LSVGX commentary
Apr 03, 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 Buy and LSVGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 495M vs. LSVGX (78.2M). LSVGX (2.59) and DGEFX (2.53) have matching dividends . DGEFX was incepted earlier than LSVGX: DGEFX (8 years) vs LSVGX (11 years). DGEFX (1.08) and LSVGX (1.05) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 51.00 vs. LSVGX (12.00). DGEFX has a lower initial minimum investment than LSVGX: DGEFX (0) vs LSVGX (100000). DGEFX annual gain was more profitable for investors over the last year : 13.71 vs. LSVGX (2.56). LSVGX return over 5 years is better than : 116.00 vs. DGEFX (90.45).
DGEFXLSVGXDGEFX / LSVGX
Total Expense Ratio0.960.90107%
Annual Report Gross Expense Ratio1.081.05103%
Fund Existence8 years11 years-
Gain YTD4.8842.972164%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets495M78.2M633%
Annual Yield % from dividends2.532.5998%
Returns for 1 year13.712.56536%
Returns for 3 years16.8919.7785%
Returns for 5 years90.45116.0078%
Returns for 10 yearsN/A74.42-
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