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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
LSV Global Value Institutional
Price$14.22
Change+$0.22 (+1.57%)
VolumeN/A
Net Assets75.06M
DGEFX vs LSVGX Comparison Chart
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DGEFX vs. LSVGX commentary
Apr 25, 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: 470M vs. LSVGX (75.1M). LSVGX (2.59) and DGEFX (2.53) 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: 51.00 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 : 11.02 vs. LSVGX (0.41). LSVGX return over 5 years is better than : 88.46 vs. DGEFX (69.49).
| 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 | 1.361 | -0.920 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 75.1M | 626% |
| Annual Yield % from dividends | 2.53 | 2.59 | 98% |
| Returns for 1 year | 11.02 | 0.41 | 2,716% |
| Returns for 3 years | 15.31 | 18.86 | 81% |
| Returns for 5 years | 69.49 | 88.46 | 79% |
| Returns for 10 years | N/A | 63.19 | - |
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