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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$12.59
Change+$0.12 (+0.96%)
VolumeN/A
CapitalizationN/A
LSV Global Value Institutional
Price$14.86
Change+$0.11 (+0.75%)
VolumeN/A
CapitalizationN/A
DGEFX vs LSVGX Comparison Chart
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DGEFX vs. LSVGX commentary
Dec 23, 2024
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 LSVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. LSVGX (77.5M). DGEFX pays higher dividends than LSVGX: DGEFX (2.98) vs LSVGX (2.48). DGEFX was incepted earlier than LSVGX: DGEFX (8 years) vs LSVGX (11 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. LSVGX (18.00). 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 : 14.11 vs. LSVGX (10.59). LSVGX return over 5 years is better than : 41.95 vs. DGEFX (33.34).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 12.943 | 9.668 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 77.5M | 648% |
| Annual Yield % from dividends | 2.98 | 2.48 | 120% |
| Returns for 1 year | 14.11 | 10.59 | 133% |
| Returns for 3 years | 17.90 | 19.33 | 93% |
| Returns for 5 years | 33.34 | 41.95 | 79% |
| Returns for 10 years | N/A | 79.05 | - |
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