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FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$18.61
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets226.88M
FXAIX vs LVOLX Comparison Chart in %
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FXAIX vs. LVOLX commentary
Oct 08, 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: 723B vs. LVOLX (227M). FXAIX pays higher dividends than LVOLX: FXAIX (1.12) 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 : 19.85 vs. LVOLX (-13.41). FXAIX return over 5 years is better than : 110.49 vs. LVOLX (-2.83).
| 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 | 15.710 | 5.556 | 283% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 227M | 318,502% |
| Annual Yield % from dividends | 1.12 | 0.17 | 679% |
| Returns for 1 year | 19.85 | -13.41 | -148% |
| Returns for 3 years | 93.47 | 12.15 | 769% |
| Returns for 5 years | 110.49 | -2.83 | -3,901% |
| Returns for 10 years | 268.48 | N/A | - |
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