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FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$17.75
Change+$0.13 (+0.74%)
VolumeN/A
CapitalizationN/A
FXAIX vs LVOLX Comparison Chart
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FXAIX vs. LVOLX commentary
Dec 23, 2024
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: 632B vs. LVOLX (231M). 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 : 26.66 vs. LVOLX (-2.47). FXAIX return over 5 years is better than : 99.23 vs. LVOLX (-3.59).
| 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 | 26.019 | -3.471 | -750% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 231M | 273,593% |
| Annual Yield % from dividends | 1.31 | 0.59 | 221% |
| Returns for 1 year | 26.66 | -2.47 | -1,082% |
| Returns for 3 years | 33.60 | -12.23 | -275% |
| Returns for 5 years | 99.23 | -3.59 | -2,765% |
| Returns for 10 years | 209.84 | N/A | - |
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