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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.37
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets479.18M
LSV Global Value Institutional
Price$17.13
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets90.35M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Oct 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 479M vs. LSVGX (90.3M). LSVGX (2.22) and DGEFX (2.18) have matching dividends . DGEFX was incepted earlier than LSVGX: DGEFX (9 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 annual gain was more profitable for investors over the last year : 14.76 vs. DGEFX (13.86). LSVGX return over 5 years is better than : 90.42 vs. DGEFX (77.20).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 1.05 | 102% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 16.498 | 20.594 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 90.3M | 530% |
| Annual Yield % from dividends | 2.18 | 2.22 | 98% |
| Returns for 1 year | 13.86 | 14.76 | 94% |
| Returns for 3 years | 44.43 | 61.41 | 72% |
| Returns for 5 years | 77.20 | 90.42 | 85% |
| Returns for 10 years | N/A | 116.57 | - |
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