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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$12.80
Change-$0.35 (-2.66%)
VolumeN/A
Net Assets496.61M
LSV Global Managed Volatility Investor
Price$10.65
Change-$0.17 (-1.57%)
VolumeN/A
Net Assets9.69M
DGEFX vs LVAFX Comparison Chart
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DGEFX vs. LVAFX commentary
Apr 04, 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: 497M vs. LVAFX (9.69M). 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 : 14.14 vs. LVAFX (0.73). DGEFX return over 5 years is better than : 91.18 vs. LVAFX (54.16).
| 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 | 5.284 | 7.341 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 497M | 9.69M | 5,129% |
| Annual Yield % from dividends | 2.53 | 2.26 | 112% |
| Returns for 1 year | 14.14 | 0.73 | 1,940% |
| Returns for 3 years | 17.63 | 1.80 | 981% |
| Returns for 5 years | 91.18 | 54.16 | 168% |
| Returns for 10 years | N/A | 39.00 | - |
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