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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$13.44
Change+$0.09 (+0.67%)
VolumeN/A
Net Assets466.8M
LSV Global Managed Volatility Investor
Price$11.14
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets9.65M
DGEFX vs LVAFX Comparison Chart
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DGEFX vs. LVAFX commentary
Jun 07, 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: 467M vs. LVAFX (9.65M). DGEFX pays higher dividends than LVAFX: DGEFX (2.49) vs LVAFX (2.21). DGEFX was incepted earlier than LVAFX: DGEFX (8 years) vs LVAFX (11 years). LVAFX (1.48) is less costly to investors than DGEFX (1.08). 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 : 14.14 vs. LVAFX (3.43). DGEFX return over 5 years is better than : 60.01 vs. LVAFX (31.14).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | 0.96 | 1.00 | 96% |
| Annual Report Gross Expense Ratio | 1.08 | 1.48 | 73% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 6.885 | 9.821 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 467M | 9.65M | 4,838% |
| Annual Yield % from dividends | 2.49 | 2.21 | 113% |
| Returns for 1 year | 14.14 | 3.43 | 412% |
| Returns for 3 years | 20.89 | 6.50 | 322% |
| Returns for 5 years | 60.01 | 31.14 | 193% |
| Returns for 10 years | N/A | 44.05 | - |
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