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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
LSV Global Managed Volatility Instl
Price$11.93
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets10.52M
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Nov 14, 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 LSVFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. LSVFX (10.5M). LSVFX pays higher dividends than DGEFX: LSVFX (2.35) vs DGEFX (2.20). DGEFX was incepted earlier than LSVFX: DGEFX (9 years) vs LSVFX (11 years). LSVFX (1.14) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. LSVFX (18.00). DGEFX has a lower initial minimum investment than LSVFX: DGEFX (0) vs LSVFX (100000). DGEFX annual gain was more profitable for investors over the last year : 14.70 vs. LSVFX (2.76). DGEFX return over 5 years is better than : 70.58 vs. LSVFX (40.93).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 1.07 | 1.14 | 94% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 17.633 | 19.639 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 10.5M | 4,571% |
| Annual Yield % from dividends | 2.20 | 2.35 | 93% |
| Returns for 1 year | 14.70 | 2.76 | 533% |
| Returns for 3 years | 37.73 | 22.04 | 171% |
| Returns for 5 years | 70.58 | 40.93 | 172% |
| Returns for 10 years | N/A | 70.94 | - |
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