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DGEFX vs LSVGX
DGEFX vs LSVGX Comparison
Open Charts DGEFX vs LSVGX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
LSV Global Value Institutional
Price$17.85
Change+$0.99 (+5.87%)
VolumeN/A
Net Assets98.55M
DGEFX vs LSVGX Comparison Chart in %
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DGEFX vs. LSVGX commentary
Feb 05, 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 Buy and LSVGX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. LSVGX (98.6M). LSVGX pays higher dividends than DGEFX: LSVGX (2.48) vs DGEFX (1.83). 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 (15.00). 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 : 26.49 vs. DGEFX (15.03). LSVGX return over 5 years is better than : 71.52 vs. DGEFX (63.46).
| 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 | 6.200 | 6.124 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 98.6M | 509% |
| Annual Yield % from dividends | 1.83 | 2.48 | 74% |
| Returns for 1 year | 15.03 | 26.49 | 57% |
| Returns for 3 years | 36.76 | 51.50 | 71% |
| Returns for 5 years | 63.46 | 71.52 | 89% |
| Returns for 10 years | N/A | 167.93 | - |
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