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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.19
Change-$0.05 (-0.35%)
VolumeN/A
Net Assets477.5M
LSV Global Value Institutional
Price$16.91
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets89.55M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Oct 01, 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: 477M vs. LSVGX (89.5M). DGEFX (2.34) and LSVGX (2.27) 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). DGEFX annual gain was more profitable for investors over the last year : 12.91 vs. LSVGX (11.76). LSVGX return over 5 years is better than : 98.22 vs. DGEFX (79.42).
| 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 | 15.444 | 19.604 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 477M | 89.5M | 533% |
| Annual Yield % from dividends | 2.34 | 2.27 | 103% |
| Returns for 1 year | 12.91 | 11.76 | 110% |
| Returns for 3 years | 52.66 | 72.80 | 72% |
| Returns for 5 years | 79.42 | 98.22 | 81% |
| Returns for 10 years | N/A | 123.85 | - |
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