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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$16.87
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets89.9M
Vanguard Global Capital Cycles Investor
Price$19.02
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets2.47B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Nov 20, 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 LSVGX is a Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. LSVGX (89.9M). LSVGX pays higher dividends than VGPMX: LSVGX (2.20) vs VGPMX (1.66). LSVGX was incepted earlier than VGPMX: LSVGX (11 years) vs VGPMX (42 years). LSVGX (1.04) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 32.00 vs. LSVGX (12.00). VGPMX has a lower initial minimum investment than LSVGX: VGPMX (3000) vs LSVGX (100000). VGPMX annual gain was more profitable for investors over the last year : 41.13 vs. LSVGX (14.17). VGPMX return over 5 years is better than : 118.30 vs. LSVGX (76.65).
| LSVGX | VGPMX | LSVGX / VGPMX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 1.04 | 0.44 | 236% |
| Fund Existence | 11 years | 42 years | - |
| Gain YTD | 19.745 | 51.003 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.9M | 2.47B | 4% |
| Annual Yield % from dividends | 2.20 | 1.66 | 133% |
| Returns for 1 year | 14.17 | 41.13 | 34% |
| Returns for 3 years | 49.04 | 70.48 | 70% |
| Returns for 5 years | 76.65 | 118.30 | 65% |
| Returns for 10 years | 114.37 | 207.66 | 55% |
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