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DGEFX vs LVAGX
DGEFX vs LVAGX Comparison
Open Charts DGEFX vs LVAGX
Destinations Equity Income I
Price$12.53
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets467.65M
LSV Global Value Investor
Price$14.02
Change+$0.12 (+0.86%)
VolumeN/A
Net Assets73.72M
DGEFX vs LVAGX Comparison Chart
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DGEFX vs. LVAGX commentary
Apr 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 LVAGX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 468M vs. LVAGX (73.7M). DGEFX pays higher dividends than LVAGX: DGEFX (2.53) vs LVAGX (2.31). DGEFX was incepted earlier than LVAGX: DGEFX (8 years) vs LVAGX (11 years). LVAGX (1.30) is less costly to investors than DGEFX (1.08). DGEFX is a more actively managed with annual turnover of: 51.00 vs. LVAGX (12.00). DGEFX has a lower initial minimum investment than LVAGX: DGEFX (0) vs LVAGX (1000). DGEFX annual gain was more profitable for investors over the last year : 11.96 vs. LVAGX (0.41). LVAGX return over 5 years is better than : 80.42 vs. DGEFX (63.41).
| DGEFX | LVAGX | DGEFX / LVAGX | |
| Total Expense Ratio | 0.96 | 1.15 | 83% |
| Annual Report Gross Expense Ratio | 1.08 | 1.30 | 83% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -0.481 | -2.774 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 468M | 73.7M | 635% |
| Annual Yield % from dividends | 2.53 | 2.31 | 110% |
| Returns for 1 year | 11.96 | 0.41 | 2,951% |
| Returns for 3 years | 10.92 | 13.72 | 80% |
| Returns for 5 years | 63.41 | 80.42 | 79% |
| Returns for 10 years | N/A | 57.53 | - |
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