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FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$17.92
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets222.95M
FXAIX vs LVOLX Comparison Chart
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FXAIX vs. LVOLX commentary
Jun 07, 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 FXAIX is a Buy and LVOLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. LVOLX (223M). FXAIX pays higher dividends than LVOLX: FXAIX (1.26) vs LVOLX (0.17). FXAIX was incepted earlier than LVOLX: FXAIX (14 years) vs LVOLX (10 years). LVOLX (1.22) is less costly to investors than FXAIX (0.01). LVOLX is a more actively managed with annual turnover of: 194.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than LVOLX: FXAIX (0) vs LVOLX (1000). FXAIX annual gain was more profitable for investors over the last year : 12.43 vs. LVOLX (-10.72). FXAIX return over 5 years is better than : 100.49 vs. LVOLX (2.24).
| FXAIX | LVOLX | FXAIX / LVOLX | |
| Total Expense Ratio | 0.01 | 1.23 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.22 | 1% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 1.537 | 0.850 | 181% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 223M | 284,305% |
| Annual Yield % from dividends | 1.26 | 0.17 | 738% |
| Returns for 1 year | 12.43 | -10.72 | -116% |
| Returns for 3 years | 49.35 | -5.20 | -949% |
| Returns for 5 years | 100.49 | 2.24 | 4,495% |
| Returns for 10 years | 212.02 | N/A | - |
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