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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$14.64
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets78.19M
Vanguard Global Capital Cycles Investor
Price$13.98
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.51B
LSVGX vs VGPMX Comparison Chart
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LSVGX vs. VGPMX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.51B vs. LSVGX (78.2M). LSVGX pays higher dividends than VGPMX: LSVGX (2.59) vs VGPMX (2.27). 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: 67.00 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 : 8.26 vs. LSVGX (2.56). VGPMX return over 5 years is better than : 130.01 vs. LSVGX (116.00).
| 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 | 2.972 | 10.620 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 1.51B | 5% |
| Annual Yield % from dividends | 2.59 | 2.27 | 114% |
| Returns for 1 year | 2.56 | 8.26 | 31% |
| Returns for 3 years | 19.77 | 11.65 | 170% |
| Returns for 5 years | 116.00 | 130.01 | 89% |
| Returns for 10 years | 74.42 | 63.93 | 116% |