Ad is loading...
FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$17.55
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets222.3M
FXAIX vs LVOLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. LVOLX commentary
May 09, 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: 594B vs. LVOLX (222M). FXAIX pays higher dividends than LVOLX: FXAIX (1.34) 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 : 10.00 vs. LVOLX (-11.14). FXAIX return over 5 years is better than : 107.31 vs. LVOLX (4.55).
| 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 | -3.872 | -0.737 | 525% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 222M | 267,568% |
| Annual Yield % from dividends | 1.34 | 0.17 | 775% |
| Returns for 1 year | 10.00 | -11.14 | -90% |
| Returns for 3 years | 47.66 | -5.94 | -802% |
| Returns for 5 years | 107.31 | 4.55 | 2,358% |
| Returns for 10 years | 192.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...