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FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$18.37
Change+$0.17 (+0.93%)
VolumeN/A
Net Assets231.69M
FXAIX vs LVOLX Comparison Chart
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FXAIX vs. LVOLX commentary
Jan 24, 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 Hold and LVOLX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. LVOLX (232M). FXAIX pays higher dividends than LVOLX: FXAIX (1.31) vs LVOLX (0.59). FXAIX was incepted earlier than LVOLX: FXAIX (14 years) vs LVOLX (9 years). LVOLX is a more actively managed with annual turnover of: 88.00 vs. FXAIX (3.00). 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 : 27.41 vs. LVOLX (-1.96). FXAIX return over 5 years is better than : 100.82 vs. LVOLX (-3.04).
| FXAIX | LVOLX | FXAIX / LVOLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 4.094 | 4.138 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 232M | 266,810% |
| Annual Yield % from dividends | 1.31 | 0.59 | 221% |
| Returns for 1 year | 27.41 | -1.96 | -1,397% |
| Returns for 3 years | 45.30 | -2.83 | -1,603% |
| Returns for 5 years | 100.82 | -3.04 | -3,321% |
| Returns for 10 years | 223.51 | N/A | - |
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