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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.61
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets484.12M
LSV Global Value Institutional
Price$17.64
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets93.23M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 484M vs. LSVGX (93.2M). LSVGX (2.16) and DGEFX (2.13) 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). LSVGX annual gain was more profitable for investors over the last year : 15.04 vs. DGEFX (13.03). LSVGX return over 5 years is better than : 74.54 vs. DGEFX (65.77).
| 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 | 17.795 | 23.425 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 93.2M | 519% |
| Annual Yield % from dividends | 2.13 | 2.16 | 99% |
| Returns for 1 year | 13.03 | 15.04 | 87% |
| Returns for 3 years | 33.74 | 49.36 | 68% |
| Returns for 5 years | 65.77 | 74.54 | 88% |
| Returns for 10 years | N/A | 121.65 | - |
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