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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$13.49
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets471.32M
LSV Global Value Institutional
Price$15.45
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets83.12M
DGEFX vs LSVGX Comparison Chart
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DGEFX vs. LSVGX commentary
Jun 12, 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: 471M vs. LSVGX (83.1M). DGEFX (2.49) and LSVGX (2.48) 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 : 16.59 vs. LSVGX (10.17). LSVGX return over 5 years is better than : 88.32 vs. DGEFX (71.49).
| 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 | 8.086 | 9.554 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 83.1M | 567% |
| Annual Yield % from dividends | 2.49 | 2.48 | 100% |
| Returns for 1 year | 16.59 | 10.17 | 163% |
| Returns for 3 years | 27.95 | 36.58 | 76% |
| Returns for 5 years | 71.49 | 88.32 | 81% |
| Returns for 10 years | N/A | 82.52 | - |
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