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DGEFX vs LVAGX
DGEFX vs LVAGX Comparison
Open Charts DGEFX vs LVAGX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
LSV Global Value Investor
Price$17.14
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets89.3M
DGEFX vs LVAGX Comparison Chart in %
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DGEFX vs. LVAGX commentary
Oct 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 Hold and LVAGX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. LVAGX (89.3M). DGEFX pays higher dividends than LVAGX: DGEFX (2.18) vs LVAGX (1.99). DGEFX was incepted earlier than LVAGX: DGEFX (9 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 : 11.86 vs. LVAGX (11.17). LVAGX return over 5 years is better than : 87.02 vs. DGEFX (75.47).
| DGEFX | LVAGX | DGEFX / LVAGX | |
| Total Expense Ratio | 0.94 | 1.15 | 82% |
| Annual Report Gross Expense Ratio | 1.07 | 1.30 | 82% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 15.606 | 18.863 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 89.3M | 535% |
| Annual Yield % from dividends | 2.18 | 1.99 | 110% |
| Returns for 1 year | 11.86 | 11.17 | 106% |
| Returns for 3 years | 47.24 | 62.83 | 75% |
| Returns for 5 years | 75.47 | 87.02 | 87% |
| Returns for 10 years | N/A | 107.97 | - |
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