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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets476.22M
LSV Global Value Institutional
Price$16.64
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets88.76M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. LSVGX (88.8M). DGEFX (2.34) and LSVGX (2.27) have matching dividends . DGEFX was incepted earlier than LSVGX: DGEFX (8 years) vs LSVGX (11 years). DGEFX (1.07) and LSVGX (1.05) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 45.00 vs. LSVGX (12.00). DGEFX has a lower initial minimum investment than LSVGX: DGEFX (0) vs LSVGX (100000). LSVGX (14.72) and DGEFX (14.31) have marching annual gain over last year. LSVGX return over 5 years is better than : 90.64 vs. DGEFX (73.64).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 1.05 | 102% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 13.935 | 18.188 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 88.8M | 536% |
| Annual Yield % from dividends | 2.34 | 2.27 | 103% |
| Returns for 1 year | 14.31 | 14.72 | 97% |
| Returns for 3 years | 39.91 | 57.36 | 70% |
| Returns for 5 years | 73.64 | 90.64 | 81% |
| Returns for 10 years | N/A | 115.60 | - |
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