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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$14.30
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets480.26M
LSV Global Managed Volatility Investor
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets10.21M
DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX commentary
Oct 09, 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 Hold and LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. LVAFX (10.2M). DGEFX (2.18) and LVAFX (2.08) have matching dividends . DGEFX was incepted earlier than LVAFX: DGEFX (9 years) vs LVAFX (11 years). LVAFX (1.48) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. LVAFX (18.00). DGEFX has a lower initial minimum investment than LVAFX: DGEFX (0) vs LVAFX (1000). DGEFX annual gain was more profitable for investors over the last year : 14.45 vs. LVAFX (1.06). DGEFX return over 5 years is better than : 74.49 vs. LVAFX (39.81).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | 0.94 | 1.00 | 94% |
| Annual Report Gross Expense Ratio | 1.07 | 1.48 | 72% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 15.931 | 16.964 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 10.2M | 4,706% |
| Annual Yield % from dividends | 2.18 | 2.08 | 105% |
| Returns for 1 year | 14.45 | 1.06 | 1,369% |
| Returns for 3 years | 51.67 | 31.42 | 164% |
| Returns for 5 years | 74.49 | 39.81 | 187% |
| Returns for 10 years | N/A | 59.92 | - |
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