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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$17.55
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets222.3M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
LVOLX vs VFIAX Comparison Chart
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LVOLX vs. VFIAX commentary
May 09, 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: 1.34T vs. LVOLX (222M). VFIAX pays higher dividends than LVOLX: VFIAX (1.36) 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 : 8.60 vs. LVOLX (-10.47). VFIAX return over 5 years is better than : 92.14 vs. LVOLX (5.03).
| 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 | -0.283 | -4.178 | 7% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.34T | 0% |
| Annual Yield % from dividends | 0.17 | 1.36 | 13% |
| Returns for 1 year | -10.47 | 8.60 | -122% |
| Returns for 3 years | -3.30 | 41.15 | -8% |
| Returns for 5 years | 5.03 | 92.14 | 5% |
| Returns for 10 years | N/A | 167.68 | - |
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