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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$13.21
Change-$0.16 (-1.20%)
VolumeN/A
Net Assets478.78M
LSV Global Value Institutional
Price$15.06
Change-$0.21 (-1.38%)
VolumeN/A
Net Assets82.08M
DGEFX vs LSVGX Comparison Chart
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DGEFX vs. LSVGX commentary
May 23, 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: 479M vs. LSVGX (82.1M). LSVGX (2.61) and DGEFX (2.57) 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 : 12.63 vs. LSVGX (6.18). LSVGX return over 5 years is better than : 97.89 vs. DGEFX (76.57).
| 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 | 7.045 | 8.068 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 479M | 82.1M | 583% |
| Annual Yield % from dividends | 2.57 | 2.61 | 98% |
| Returns for 1 year | 12.63 | 6.18 | 204% |
| Returns for 3 years | 25.85 | 34.18 | 76% |
| Returns for 5 years | 76.57 | 97.89 | 78% |
| Returns for 10 years | N/A | 76.98 | - |
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