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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$14.61
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets484.12M
LSV Global Managed Volatility Instl
Price$12.09
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets10.66M
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Dec 05, 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 LSVFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 484M vs. LSVFX (10.7M). LSVFX pays higher dividends than DGEFX: LSVFX (2.27) vs DGEFX (2.13). 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 : 13.91 vs. LSVFX (2.93). DGEFX return over 5 years is better than : 64.90 vs. LSVFX (37.63).
| 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 | 18.444 | 21.142 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 10.7M | 4,523% |
| Annual Yield % from dividends | 2.13 | 2.27 | 94% |
| Returns for 1 year | 13.91 | 2.93 | 474% |
| Returns for 3 years | 34.48 | 18.91 | 182% |
| Returns for 5 years | 64.90 | 37.63 | 172% |
| Returns for 10 years | N/A | 70.04 | - |
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