DGEFX
Price
$14.81
Change
+$0.02 (+0.14%)
Updated
Jun 23 closing price
Net Assets
499.57M
LVAFX
Price
$12.31
Change
+$0.01 (+0.08%)
Updated
Jun 23 closing price
Net Assets
10.43M
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DGEFX vs LVAFX

DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX commentary
Jun 24, 2026

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.

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FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 500M vs. LVAFX (10.4M). LVAFX pays higher dividends than DGEFX: LVAFX (2.50) vs DGEFX (1.85). DGEFX was incepted earlier than LVAFX: DGEFX (9 years) vs LVAFX (12 years). LVAFX (2.00) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 62.00 vs. LVAFX (22.00). DGEFX has a lower initial minimum investment than LVAFX: DGEFX (0) vs LVAFX (1000). LVAFX annual gain was more profitable for investors over the last year : 14.10 vs. DGEFX (12.46). DGEFX return over 5 years is better than : 48.84 vs. LVAFX (24.62).
DGEFXLVAFXDGEFX / LVAFX
Total Expense Ratio0.941.0094%
Annual Report Gross Expense Ratio1.072.0054%
Fund Existence9 years12 years-
Gain YTD8.4309.92085%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets500M10.4M4,808%
Annual Yield % from dividends1.852.5074%
Returns for 1 year12.4614.1088%
Returns for 3 years45.1323.66191%
Returns for 5 years48.8424.62198%
Returns for 10 yearsN/A68.15-
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