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FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$21.80
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
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FXAIX vs LVOLX Comparison Chart
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FXAIX vs. LVOLX commentary
Sep 21, 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 Buy and LVOLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. LVOLX (234M). FXAIX pays higher dividends than LVOLX: FXAIX (1.31) vs LVOLX (0.59). FXAIX was incepted earlier than LVOLX: FXAIX (13 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 : 33.63 vs. LVOLX (22.79). FXAIX return over 5 years is better than : 104.21 vs. LVOLX (19.96).
| FXAIX | LVOLX | FXAIX / LVOLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 20.776 | 18.350 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 234M | 250,000% |
| Annual Yield % from dividends | 1.31 | 0.59 | 221% |
| Returns for 1 year | 33.63 | 22.79 | 148% |
| Returns for 3 years | 37.19 | -2.03 | -1,832% |
| Returns for 5 years | 104.21 | 19.96 | 522% |
| Returns for 10 years | 212.82 | N/A | - |