Interact to see
Advertisement
Advertisement
DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.10
Change+$0.10 (+0.71%)
VolumeN/A
Net Assets490.64M
LSV Global Value Institutional
Price$17.40
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets95.93M
DGEFX vs LSVGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DGEFX vs. LSVGX commentary
Jan 16, 2026
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: 491M vs. LSVGX (95.9M). LSVGX pays higher dividends than DGEFX: LSVGX (2.60) vs DGEFX (1.92). DGEFX was incepted earlier than LSVGX: DGEFX (9 years) vs LSVGX (12 years). DGEFX (1.07) and LSVGX (1.04) 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). LSVGX annual gain was more profitable for investors over the last year : 25.91 vs. DGEFX (15.14). LSVGX return over 5 years is better than : 66.20 vs. DGEFX (57.84).
| DGEFX | LSVGX | DGEFX / LSVGX | |
| Total Expense Ratio | 0.94 | 0.90 | 104% |
| Annual Report Gross Expense Ratio | 1.07 | 1.04 | 103% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 2.845 | 3.448 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 491M | 95.9M | 512% |
| Annual Yield % from dividends | 1.92 | 2.60 | 74% |
| Returns for 1 year | 15.14 | 25.91 | 58% |
| Returns for 3 years | 31.42 | 52.22 | 60% |
| Returns for 5 years | 57.84 | 66.20 | 87% |
| Returns for 10 years | N/A | 160.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ERX | 64.17 | 2.72 | +4.43% |
| Direxion Daily Energy Bull 2X ETF | |||
| FFEM | 35.54 | 0.07 | +0.19% |
| Fidelity Fundamental Emerging Markets ETF | |||
| AJAN | 27.93 | -0.03 | -0.13% |
| Innovator Equity DefinedPrtETF-2YTJa2028 | |||
| FOCT | 49.38 | -0.12 | -0.24% |
| FT Vest US Equity Buffer ETF Oct | |||
| PLTU | 73.27 | -0.43 | -0.58% |
| Direxion Daily PLTR Bull 2X Shares | |||