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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$22.37
Change+$0.28 (+1.27%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$549.91
Change+$3.01 (+0.55%)
VolumeN/A
CapitalizationN/A
LVOLX vs VFIAX Comparison Chart
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LVOLX vs. VFIAX commentary
Nov 22, 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 LVOLX is a StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. LVOLX (235M). VFIAX pays higher dividends than LVOLX: VFIAX (1.32) vs LVOLX (0.59). LVOLX was incepted earlier than VFIAX: LVOLX (9 years) vs VFIAX (24 years). LVOLX is a more actively managed with annual turnover of: 88.00 vs. VFIAX (2.00). LVOLX has a lower initial minimum investment than VFIAX: LVOLX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 30.58 vs. LVOLX (21.57). VFIAX return over 5 years is better than : 91.24 vs. LVOLX (22.63).
| LVOLX | VFIAX | LVOLX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 21.444 | 25.032 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 1.28T | 0% |
| Annual Yield % from dividends | 0.59 | 1.32 | 45% |
| Returns for 1 year | 21.57 | 30.58 | 71% |
| Returns for 3 years | -5.66 | 27.07 | -21% |
| Returns for 5 years | 22.63 | 91.24 | 25% |
| Returns for 10 years | N/A | 189.08 | - |