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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.27
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets475.24M
LSV Global Value Institutional
Price$16.92
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets90.03M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Nov 20, 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 Hold and LSVGX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 475M vs. LSVGX (90M). LSVGX (2.20) and DGEFX (2.20) have matching dividends . DGEFX was incepted earlier than LSVGX: DGEFX (9 years) vs LSVGX (11 years). DGEFX (1.07) and LSVGX (1.04) 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 annual gain was more profitable for investors over the last year : 13.93 vs. DGEFX (12.98). LSVGX return over 5 years is better than : 76.63 vs. DGEFX (67.25).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 1.04 | 103% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 15.687 | 19.958 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 90M | 528% |
| Annual Yield % from dividends | 2.20 | 2.20 | 100% |
| Returns for 1 year | 12.98 | 13.93 | 93% |
| Returns for 3 years | 35.22 | 49.30 | 71% |
| Returns for 5 years | 67.25 | 76.63 | 88% |
| Returns for 10 years | N/A | 114.75 | - |
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