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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$12.78
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets505.38M
LSV Global Managed Volatility Investor
Price$10.22
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets9.1M
DGEFX vs LVAFX Comparison Chart
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DGEFX vs. LVAFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 505M vs. LVAFX (9.1M). LVAFX pays higher dividends than DGEFX: LVAFX (4.88) vs DGEFX (2.98). DGEFX was incepted earlier than LVAFX: DGEFX (8 years) vs LVAFX (11 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 : 17.29 vs. LVAFX (1.49). DGEFX return over 5 years is better than : 34.68 vs. LVAFX (6.86).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 1.995 | 1.389 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 505M | 9.1M | 5,547% |
| Annual Yield % from dividends | 2.98 | 4.88 | 61% |
| Returns for 1 year | 17.29 | 1.49 | 1,158% |
| Returns for 3 years | 15.63 | -5.13 | -305% |
| Returns for 5 years | 34.68 | 6.86 | 506% |
| Returns for 10 years | N/A | 35.27 | - |
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