Interact to see
Advertisement
Advertisement
DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
DGEFX vs LVAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LVAFX commentary
Sep 13, 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 Hold and LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 525M vs. LVAFX (11.4M). LVAFX pays higher dividends than DGEFX: LVAFX (2.36) vs DGEFX (1.80). DGEFX was incepted earlier than LVAFX: DGEFX (9 years) vs LVAFX (12 years). LVAFX (2.00) is less costly to investors than DGEFX (1.10). 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 : 14.94 vs. DGEFX (8.55). DGEFX return over 5 years is better than : 53.98 vs. LVAFX (32.65).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | 0.98 | 1.00 | 98% |
| Annual Report Gross Expense Ratio | 1.10 | 2.00 | 55% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 12.305 | 18.409 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 525M | 11.4M | 4,605% |
| Annual Yield % from dividends | 1.80 | 2.36 | 76% |
| Returns for 1 year | 8.55 | 14.94 | 57% |
| Returns for 3 years | 49.04 | 30.62 | 160% |
| Returns for 5 years | 53.98 | 32.65 | 165% |
| Returns for 10 years | N/A | 73.81 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement