DGEFX
Price
$13.86
Change
+$0.01 (+0.07%)
Updated
Jul 25 closing price
Net Assets
473.42M
LSVGX
Price
$16.18
Change
+$0.04 (+0.25%)
Updated
Jul 25 closing price
Net Assets
86.27M
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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$13.86
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets473.42M
LSV Global Value Institutional
Price$16.18
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets86.27M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 473M vs. LSVGX (86.3M). DGEFX (2.44) and LSVGX (2.38) 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). DGEFX annual gain was more profitable for investors over the last year : 16.06 vs. LSVGX (11.85). LSVGX return over 5 years is better than : 90.51 vs. DGEFX (73.80).
DGEFXLSVGXDGEFX / LSVGX
Total Expense Ratio0.940.90104%
Annual Report Gross Expense Ratio1.071.05102%
Fund Existence8 years11 years-
Gain YTD11.75614.22583%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets473M86.3M548%
Annual Yield % from dividends2.442.38103%
Returns for 1 year16.0611.85136%
Returns for 3 years35.0448.4672%
Returns for 5 years73.8090.5182%
Returns for 10 yearsN/A95.97-
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