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FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$18.14
Change-$0.22 (-1.20%)
VolumeN/A
Net Assets219.53M
FXAIX vs LVOLX Comparison Chart
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FXAIX vs. LVOLX commentary
Feb 23, 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 StrongBuy and LVOLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. LVOLX (220M). 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 : 19.81 vs. LVOLX (-5.70). FXAIX return over 5 years is better than : 94.76 vs. LVOLX (-5.97).
| 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 | 2.419 | 2.834 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 220M | 290,455% |
| Annual Yield % from dividends | 1.31 | 0.59 | 221% |
| Returns for 1 year | 19.81 | -5.70 | -347% |
| Returns for 3 years | 46.26 | -0.65 | -7,071% |
| Returns for 5 years | 94.76 | -5.97 | -1,588% |
| Returns for 10 years | 208.81 | N/A | - |
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