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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$17.13
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets90.35M
Vanguard Global Capital Cycles Investor
Price$18.89
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets2.34B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Oct 25, 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 StrongBuy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. LSVGX (90.3M). LSVGX pays higher dividends than VGPMX: LSVGX (2.22) vs VGPMX (1.70). LSVGX was incepted earlier than VGPMX: LSVGX (11 years) vs VGPMX (41 years). LSVGX (1.05) 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 : 34.75 vs. LSVGX (14.76). VGPMX return over 5 years is better than : 123.80 vs. LSVGX (90.42).
| LSVGX | VGPMX | LSVGX / VGPMX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 1.05 | 0.44 | 239% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 20.594 | 48.865 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 90.3M | 2.34B | 4% |
| Annual Yield % from dividends | 2.22 | 1.70 | 131% |
| Returns for 1 year | 14.76 | 34.75 | 42% |
| Returns for 3 years | 61.41 | 80.70 | 76% |
| Returns for 5 years | 90.42 | 123.80 | 73% |
| Returns for 10 years | 116.57 | 162.48 | 72% |
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