Interact to see
Advertisement
Advertisement
DGEFX vs LVAGX
DGEFX vs LVAGX Comparison
Open Charts DGEFX vs LVAGX
Destinations Equity Income I
Price$13.35
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets469.27M
LSV Global Value Investor
Price$15.53
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets81.71M
DGEFX vs LVAGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LVAGX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 469M vs. LVAGX (81.7M). DGEFX pays higher dividends than LVAGX: DGEFX (2.49) vs LVAGX (2.22). 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: 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 : 14.13 vs. LVAGX (6.74). LVAGX return over 5 years is better than : 71.43 vs. DGEFX (60.13).
| 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 | 6.965 | 7.628 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 469M | 81.7M | 574% |
| Annual Yield % from dividends | 2.49 | 2.22 | 112% |
| Returns for 1 year | 14.13 | 6.74 | 210% |
| Returns for 3 years | 21.89 | 26.67 | 82% |
| Returns for 5 years | 60.13 | 71.43 | 84% |
| Returns for 10 years | N/A | 76.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement