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DGEFX vs LSVFX
DGEFX vs LSVFX Comparison
Open Charts DGEFX vs LSVFX
Destinations Equity Income I
Price$13.88
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets488.93M
LSV Global Managed Volatility Instl
Price$11.51
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets9.89M
DGEFX vs LSVFX Comparison Chart in %
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DGEFX vs. LSVFX commentary
Dec 26, 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: 489M vs. LSVFX (9.89M). LSVFX pays higher dividends than DGEFX: LSVFX (2.27) vs DGEFX (2.13). DGEFX was incepted earlier than LSVFX: DGEFX (9 years) vs LSVFX (12 years). LSVFX (1.76) 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). LSVFX annual gain was more profitable for investors over the last year : 14.45 vs. DGEFX (11.62). DGEFX return over 5 years is better than : 60.41 vs. LSVFX (31.92).
| DGEFX | LSVFX | DGEFX / LSVFX | |
| Total Expense Ratio | 0.94 | 0.75 | 125% |
| Annual Report Gross Expense Ratio | 1.07 | 1.76 | 61% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 12.526 | 15.331 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 9.89M | 4,945% |
| Annual Yield % from dividends | 2.13 | 2.27 | 94% |
| Returns for 1 year | 11.62 | 14.45 | 80% |
| Returns for 3 years | 33.14 | 16.06 | 206% |
| Returns for 5 years | 60.41 | 31.92 | 189% |
| Returns for 10 years | N/A | 63.40 | - |
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