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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$12.49
Change-$0.33 (-2.57%)
VolumeN/A
CapitalizationN/A
LSV Global Managed Volatility Investor
Price$11.57
Change-$0.22 (-1.87%)
VolumeN/A
CapitalizationN/A
DGEFX vs LVAFX Comparison Chart
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DGEFX vs. LVAFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 512M vs. LVAFX (9.15M). LVAFX pays higher dividends than DGEFX: LVAFX (4.88) vs DGEFX (2.98). DGEFX was incepted earlier than LVAFX: DGEFX (8 years) vs LVAFX (10 years). DGEFX is a more actively managed with annual turnover of: 46.00 vs. LVAFX (19.00). 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 : 16.30 vs. LVAFX (5.73). DGEFX return over 5 years is better than : 36.26 vs. LVAFX (21.94).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 15.007 | 14.023 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 512M | 9.15M | 5,593% |
| Annual Yield % from dividends | 2.98 | 4.88 | 61% |
| Returns for 1 year | 16.30 | 5.73 | 285% |
| Returns for 3 years | 20.57 | 11.06 | 186% |
| Returns for 5 years | 36.26 | 21.94 | 165% |
| Returns for 10 years | N/A | 51.76 | - |
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