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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets475.29M
LSV Global Value Institutional
Price$16.11
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets85.78M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Jul 04, 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: 475M vs. LSVGX (85.8M). DGEFX (2.44) and LSVGX (2.38) have matching dividends . DGEFX was incepted earlier than LSVGX: DGEFX (8 years) vs LSVGX (11 years). DGEFX (1.08) 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 : 17.98 vs. LSVGX (13.29). LSVGX return over 5 years is better than : 95.25 vs. DGEFX (74.75).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | 0.96 | 0.90 | 107% |
| Annual Report Gross Expense Ratio | 1.08 | 1.05 | 103% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 10.546 | 13.588 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 475M | 85.8M | 554% |
| Annual Yield % from dividends | 2.44 | 2.38 | 103% |
| Returns for 1 year | 17.98 | 13.29 | 135% |
| Returns for 3 years | 33.70 | 49.67 | 68% |
| Returns for 5 years | 74.75 | 95.25 | 78% |
| Returns for 10 years | N/A | 94.68 | - |
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