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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$18.14
Change-$0.22 (-1.20%)
VolumeN/A
Net Assets219.53M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
LVOLX vs VFIAX Comparison Chart
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LVOLX vs. VFIAX commentary
Feb 23, 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 LVOLX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. LVOLX (220M). 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 : 18.28 vs. LVOLX (-5.70). VFIAX return over 5 years is better than : 80.17 vs. LVOLX (-5.97).
| 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 | 2.834 | 2.414 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 1.41T | 0% |
| Annual Yield % from dividends | 0.59 | 1.32 | 45% |
| Returns for 1 year | -5.70 | 18.28 | -31% |
| Returns for 3 years | -0.65 | 39.78 | -2% |
| Returns for 5 years | -5.97 | 80.17 | -7% |
| Returns for 10 years | N/A | 184.37 | - |
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