Interact to see
Advertisement
Advertisement
LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$18.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets224.11M
Vanguard 500 Index Admiral
Price$601.05
Change+$1.91 (+0.32%)
VolumeN/A
Net Assets1.33T
LVOLX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOLX vs. VFIAX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. LVOLX (224M). VFIAX pays higher dividends than LVOLX: VFIAX (1.18) vs LVOLX (0.17). LVOLX was incepted earlier than VFIAX: LVOLX (10 years) vs VFIAX (25 years). LVOLX (1.22) is less costly to investors than VFIAX (0.04). LVOLX is a more actively managed with annual turnover of: 194.00 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 : 15.96 vs. LVOLX (-14.92). VFIAX return over 5 years is better than : 84.80 vs. LVOLX (-5.59).
| LVOLX | VFIAX | LVOLX / VFIAX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 3.515 | 10.412 | 34% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.33T | 0% |
| Annual Yield % from dividends | 0.17 | 1.18 | 14% |
| Returns for 1 year | -14.92 | 15.96 | -94% |
| Returns for 3 years | 1.32 | 60.86 | 2% |
| Returns for 5 years | -5.59 | 84.80 | -7% |
| Returns for 10 years | N/A | 228.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement