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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$14.69
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets484.61M
LSV Global Managed Volatility Investor
Price$12.29
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets10.78M
DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX commentary
Dec 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 LVAFX is a Buy.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 485M vs. LVAFX (10.8M). DGEFX (2.13) and LVAFX (2.03) have matching dividends . DGEFX was incepted earlier than LVAFX: DGEFX (9 years) vs LVAFX (11 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 (18.00). DGEFX has a lower initial minimum investment than LVAFX: DGEFX (0) vs LVAFX (1000). DGEFX annual gain was more profitable for investors over the last year : 16.53 vs. LVAFX (5.60). DGEFX return over 5 years is better than : 66.09 vs. LVAFX (38.01).
| 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 | 11 years | - |
| Gain YTD | 19.417 | 22.024 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 485M | 10.8M | 4,491% |
| Annual Yield % from dividends | 2.13 | 2.03 | 105% |
| Returns for 1 year | 16.53 | 5.60 | 295% |
| Returns for 3 years | 37.20 | 20.63 | 180% |
| Returns for 5 years | 66.09 | 38.01 | 174% |
| Returns for 10 years | N/A | 73.85 | - |
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