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DGEFX vs LVAGX
DGEFX vs LVAGX Comparison
Open Charts DGEFX vs LVAGX
Destinations Equity Income I
Price$12.97
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets478.3M
LSV Global Value Investor
Price$14.93
Change+$0.07 (+0.47%)
VolumeN/A
Net Assets78.41M
DGEFX vs LVAGX Comparison Chart
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DGEFX vs. LVAGX commentary
May 09, 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: 478M vs. LVAGX (78.4M). DGEFX pays higher dividends than LVAGX: DGEFX (2.57) vs LVAGX (2.33). 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 : 11.90 vs. LVAGX (3.24). LVAGX return over 5 years is better than : 86.33 vs. DGEFX (71.10).
| 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 | 4.083 | 3.051 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 78.4M | 610% |
| Annual Yield % from dividends | 2.57 | 2.33 | 110% |
| Returns for 1 year | 11.90 | 3.24 | 367% |
| Returns for 3 years | 22.78 | 27.54 | 83% |
| Returns for 5 years | 71.10 | 86.33 | 82% |
| Returns for 10 years | N/A | 66.17 | - |
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