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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$14.73
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets80.03M
Vanguard Global Capital Cycles Investor
Price$13.20
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets1.38B
LSVGX vs VGPMX Comparison Chart
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LSVGX vs. VGPMX commentary
Jan 24, 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: 1.38B vs. LSVGX (80M). VGPMX pays higher dividends than LSVGX: VGPMX (3.26) vs LSVGX (2.48). LSVGX was incepted earlier than VGPMX: LSVGX (11 years) vs VGPMX (41 years). VGPMX is a more actively managed with annual turnover of: 67.00 vs. LSVGX (18.00). VGPMX has a lower initial minimum investment than LSVGX: VGPMX (3000) vs LSVGX (100000). LSVGX annual gain was more profitable for investors over the last year : 12.56 vs. VGPMX (11.92). VGPMX return over 5 years is better than : 62.70 vs. LSVGX (46.37).
| LSVGX | VGPMX | LSVGX / VGPMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 4.246 | 4.513 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80M | 1.38B | 6% |
| Annual Yield % from dividends | 2.48 | 3.26 | 76% |
| Returns for 1 year | 12.56 | 11.92 | 105% |
| Returns for 3 years | 21.06 | 18.95 | 111% |
| Returns for 5 years | 46.37 | 62.70 | 74% |
| Returns for 10 years | 82.66 | 41.72 | 198% |
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