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DGEFX vs LVAFX
DGEFX vs LVAFX Comparison
Open Charts DGEFX vs LVAFX
Destinations Equity Income I
Price$14.42
Change-$0.09 (-0.62%)
VolumeN/A
Net Assets479.52M
LSV Global Managed Volatility Investor
Price$12.02
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets10.52M
DGEFX vs LVAFX Comparison Chart in %
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DGEFX vs. LVAFX 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 LVAFX is a Hold.
FUNDAMENTALS
Fundamentals
DGEFX has more cash in the bank: 480M vs. LVAFX (10.5M). DGEFX (2.20) and LVAFX (2.10) have matching dividends . DGEFX was incepted earlier than LVAFX: DGEFX (9 years) vs LVAFX (11 years). LVAFX (1.48) 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 : 14.08 vs. LVAFX (2.60). DGEFX return over 5 years is better than : 69.53 vs. LVAFX (39.40).
| DGEFX | LVAFX | DGEFX / LVAFX | |
| Total Expense Ratio | 0.94 | 1.00 | 94% |
| Annual Report Gross Expense Ratio | 1.07 | 1.48 | 72% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 16.903 | 19.345 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 10.5M | 4,571% |
| Annual Yield % from dividends | 2.20 | 2.10 | 105% |
| Returns for 1 year | 14.08 | 2.60 | 542% |
| Returns for 3 years | 37.59 | 21.30 | 176% |
| Returns for 5 years | 69.53 | 39.40 | 176% |
| Returns for 10 years | N/A | 66.97 | - |
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