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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$13.74
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets472.85M
LSV Global Managed Volatility Investor
Price$11.38
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.87M
DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX commentary
Jul 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: 473M vs. LVAFX (9.87M). DGEFX pays higher dividends than LVAFX: DGEFX (2.44) vs LVAFX (2.17). 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 : 18.33 vs. LVAFX (6.72). DGEFX return over 5 years is better than : 75.26 vs. LVAFX (40.97).
| 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 | 10.869 | 12.897 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 473M | 9.87M | 4,793% |
| Annual Yield % from dividends | 2.44 | 2.17 | 112% |
| Returns for 1 year | 18.33 | 6.72 | 273% |
| Returns for 3 years | 34.09 | 16.01 | 213% |
| Returns for 5 years | 75.26 | 40.97 | 184% |
| Returns for 10 years | N/A | 48.52 | - |
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