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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.26
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets478.08M
LSV Global Value Institutional
Price$16.83
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets89.3M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Oct 19, 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 LSVGX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 478M vs. LSVGX (89.3M). LSVGX (2.22) and DGEFX (2.18) have matching dividends . DGEFX was incepted earlier than LSVGX: DGEFX (9 years) vs LSVGX (11 years). DGEFX (1.07) and LSVGX (1.05) have similar cost to investors . DGEFX is a more actively managed with annual turnover of: 45.00 vs. LSVGX (12.00). DGEFX has a lower initial minimum investment than LSVGX: DGEFX (0) vs LSVGX (100000). DGEFX (11.86) and LSVGX (11.44) have marching annual gain over last year. LSVGX return over 5 years is better than : 89.41 vs. DGEFX (75.47).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 1.05 | 102% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 15.606 | 19.108 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 89.3M | 535% |
| Annual Yield % from dividends | 2.18 | 2.22 | 98% |
| Returns for 1 year | 11.86 | 11.44 | 104% |
| Returns for 3 years | 47.24 | 64.02 | 74% |
| Returns for 5 years | 75.47 | 89.41 | 84% |
| Returns for 10 years | N/A | 113.23 | - |
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