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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$14.56
Change+$0.34 (+2.39%)
VolumeN/A
Net Assets501.71M
LSV Global Managed Volatility Investor
Price$11.68
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets9.94M
DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX 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 LVAFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 502M vs. LVAFX (9.94M). LVAFX pays higher dividends than DGEFX: LVAFX (2.69) vs DGEFX (1.83). DGEFX was incepted earlier than LVAFX: DGEFX (9 years) vs LVAFX (12 years). LVAFX (2.01) is less costly to investors than DGEFX (1.07). DGEFX is a more actively managed with annual turnover of: 45.00 vs. LVAFX (22.00). DGEFX has a lower initial minimum investment than LVAFX: DGEFX (0) vs LVAFX (1000). LVAFX annual gain was more profitable for investors over the last year : 16.32 vs. DGEFX (15.03). DGEFX return over 5 years is better than : 63.46 vs. LVAFX (31.86).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | 0.94 | 1.00 | 94% |
| Annual Report Gross Expense Ratio | 1.07 | 2.01 | 53% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 6.200 | 4.379 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 9.94M | 5,052% |
| Annual Yield % from dividends | 1.83 | 2.69 | 68% |
| Returns for 1 year | 15.03 | 16.32 | 92% |
| Returns for 3 years | 36.76 | 16.27 | 226% |
| Returns for 5 years | 63.46 | 31.86 | 199% |
| Returns for 10 years | N/A | 73.61 | - |
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