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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
LSV Global Value Institutional
Price$17.29
Change-$0.15 (-0.86%)
VolumeN/A
Net Assets91.85M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Nov 14, 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 Buy and LSVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. LSVGX (91.8M). LSVGX (2.20) and DGEFX (2.20) 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 : 16.46 vs. DGEFX (14.70). LSVGX return over 5 years is better than : 83.81 vs. DGEFX (70.58).
| 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 | 17.633 | 23.425 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 91.8M | 523% |
| Annual Yield % from dividends | 2.20 | 2.20 | 100% |
| Returns for 1 year | 14.70 | 16.46 | 89% |
| Returns for 3 years | 37.73 | 52.99 | 71% |
| Returns for 5 years | 70.58 | 83.81 | 84% |
| Returns for 10 years | N/A | 127.32 | - |
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