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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$12.96
Change+$0.09 (+0.70%)
VolumeN/A
Net Assets508.1M
LSV Global Value Institutional
Price$14.73
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets80.03M
DGEFX vs LSVGX Comparison Chart
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DGEFX vs. LSVGX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 508M vs. LSVGX (80M). 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 : 18.41 vs. LSVGX (12.56). LSVGX return over 5 years is better than : 46.37 vs. DGEFX (38.07).
| 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 | 3.432 | 4.246 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 508M | 80M | 635% |
| Annual Yield % from dividends | 2.98 | 2.48 | 120% |
| Returns for 1 year | 18.41 | 12.56 | 147% |
| Returns for 3 years | 20.44 | 21.06 | 97% |
| Returns for 5 years | 38.07 | 46.37 | 82% |
| Returns for 10 years | N/A | 82.66 | - |
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