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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$14.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets475.77M
LSV Global Managed Volatility Investor
Price$11.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.16M
DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX commentary
Aug 30, 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 LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 476M vs. LVAFX (10.2M). DGEFX pays higher dividends than LVAFX: DGEFX (2.43) vs LVAFX (2.19). DGEFX was incepted earlier than LVAFX: DGEFX (8 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 : 14.39 vs. LVAFX (2.07). DGEFX return over 5 years is better than : 71.58 vs. LVAFX (37.07).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | 0.94 | 1.00 | 94% |
| Annual Report Gross Expense Ratio | 1.07 | 1.48 | 72% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 14.015 | 16.071 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 476M | 10.2M | 4,667% |
| Annual Yield % from dividends | 2.43 | 2.19 | 111% |
| Returns for 1 year | 14.39 | 2.07 | 694% |
| Returns for 3 years | 36.20 | 19.94 | 182% |
| Returns for 5 years | 71.58 | 37.07 | 193% |
| Returns for 10 years | N/A | 61.54 | - |
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