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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$12.80
Change+$0.14 (+1.11%)
VolumeN/A
Net Assets470.17M
LSV Global Managed Volatility Investor
Price$10.62
Change+$0.08 (+0.76%)
VolumeN/A
Net Assets9.44M
DGEFX vs LVAFX Comparison Chart
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DGEFX vs. LVAFX commentary
Apr 25, 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: 470M vs. LVAFX (9.44M). DGEFX pays higher dividends than LVAFX: DGEFX (2.53) vs LVAFX (2.26). 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: 51.00 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 : 11.02 vs. LVAFX (-0.25). DGEFX return over 5 years is better than : 69.49 vs. LVAFX (37.88).
| 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 | 1.361 | 4.563 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 470M | 9.44M | 4,978% |
| Annual Yield % from dividends | 2.53 | 2.26 | 112% |
| Returns for 1 year | 11.02 | -0.25 | -4,412% |
| Returns for 3 years | 15.31 | 0.44 | 3,478% |
| Returns for 5 years | 69.49 | 37.88 | 183% |
| Returns for 10 years | N/A | 32.29 | - |
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