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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$13.77
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets465.19M
LSV Global Managed Volatility Investor
Price$11.37
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.83M
DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX commentary
Aug 08, 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 StrongBuy and LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 465M vs. LVAFX (9.83M). 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 : 18.29 vs. LVAFX (5.48). DGEFX return over 5 years is better than : 68.98 vs. LVAFX (35.32).
| 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 | 11.111 | 12.401 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 9.83M | 4,730% |
| Annual Yield % from dividends | 2.43 | 2.19 | 111% |
| Returns for 1 year | 18.29 | 5.48 | 334% |
| Returns for 3 years | 32.26 | 14.45 | 223% |
| Returns for 5 years | 68.98 | 35.32 | 195% |
| Returns for 10 years | N/A | 45.98 | - |
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