Ad is loading...
LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$18.37
Change+$0.17 (+0.93%)
VolumeN/A
Net Assets231.69M
Vanguard 500 Index Admiral
Price$564.97
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
LVOLX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LVOLX vs. VFIAX commentary
Jan 24, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. LVOLX (232M). 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 : 25.78 vs. LVOLX (-1.96). VFIAX return over 5 years is better than : 85.79 vs. LVOLX (-3.04).
| 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 | 4.138 | 4.092 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 232M | 1.35T | 0% |
| Annual Yield % from dividends | 0.59 | 1.32 | 45% |
| Returns for 1 year | -1.96 | 25.78 | -8% |
| Returns for 3 years | -2.83 | 38.86 | -7% |
| Returns for 5 years | -3.04 | 85.79 | -4% |
| Returns for 10 years | N/A | 197.90 | - |