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DGEFX vs LVAGX
DGEFX vs LVAGX Comparison
Open Charts DGEFX vs LVAGX
Destinations Equity Income I
Price$14.00
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets470.56M
LSV Global Value Investor
Price$16.74
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets87.98M
DGEFX vs LVAGX Comparison Chart in %
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DGEFX vs. LVAGX commentary
Aug 20, 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 StrongBuy and LVAGX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 471M vs. LVAGX (88M). DGEFX pays higher dividends than LVAGX: DGEFX (2.43) vs LVAGX (2.13). DGEFX was incepted earlier than LVAGX: DGEFX (8 years) vs LVAGX (11 years). LVAGX (1.30) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 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 : 14.88 vs. LVAGX (12.06). LVAGX return over 5 years is better than : 86.90 vs. DGEFX (72.16).
| DGEFX | LVAGX | DGEFX / LVAGX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 1.07 | 1.30 | 82% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 12.966 | 16.019 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 88M | 535% |
| Annual Yield % from dividends | 2.43 | 2.13 | 114% |
| Returns for 1 year | 14.88 | 12.06 | 123% |
| Returns for 3 years | 31.14 | 43.70 | 71% |
| Returns for 5 years | 72.16 | 86.90 | 83% |
| Returns for 10 years | N/A | 105.12 | - |
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