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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$17.92
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets222.95M
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
LVOLX vs VFIAX Comparison Chart
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LVOLX vs. VFIAX commentary
Jun 07, 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: 1.43T vs. LVOLX (223M). VFIAX pays higher dividends than LVOLX: VFIAX (1.28) 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 : 10.99 vs. LVOLX (-10.72). VFIAX return over 5 years is better than : 85.80 vs. LVOLX (2.24).
| 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 | 0.850 | 1.208 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 1.43T | 0% |
| Annual Yield % from dividends | 0.17 | 1.28 | 13% |
| Returns for 1 year | -10.72 | 10.99 | -98% |
| Returns for 3 years | -5.20 | 42.76 | -12% |
| Returns for 5 years | 2.24 | 85.80 | 3% |
| Returns for 10 years | N/A | 185.59 | - |
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