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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$13.11
Change+$0.10 (+0.77%)
VolumeN/A
CapitalizationN/A
LSV Global Value Institutional
Price$15.49
Change+$0.13 (+0.85%)
VolumeN/A
CapitalizationN/A
DGEFX vs LSVGX Comparison Chart
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DGEFX vs. LSVGX commentary
Nov 23, 2024
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 StrongBuy and LSVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 531M vs. LSVGX (80.6M). DGEFX pays higher dividends than LSVGX: DGEFX (2.98) vs LSVGX (2.48). DGEFX was incepted earlier than LSVGX: DGEFX (8 years) vs LSVGX (10 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 (22.67) and LSVGX (21.72) have marching annual gain over last year. LSVGX return over 5 years is better than : 51.57 vs. DGEFX (41.23).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 16.711 | 13.358 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 531M | 80.6M | 659% |
| Annual Yield % from dividends | 2.98 | 2.48 | 120% |
| Returns for 1 year | 22.67 | 21.72 | 104% |
| Returns for 3 years | 22.88 | 22.05 | 104% |
| Returns for 5 years | 41.23 | 51.57 | 80% |
| Returns for 10 years | N/A | 82.87 | - |
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