LVOLX
Price
$17.97
Change
-$0.08 (-0.44%)
Updated
Aug 7 closing price
Net Assets
222.77M
VFIAX
Price
$585.53
Change
-$0.44 (-0.08%)
Updated
Aug 7 closing price
Net Assets
1.49T
Interact to see
Advertisement

LVOLX vs VFIAX

Header iconLVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAXBanner chart's image
SGI US Large Cap Equity A
Price$17.97
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets222.77M
Vanguard 500 Index Admiral
Price$585.53
Change-$0.44 (-0.08%)
VolumeN/A
Net Assets1.49T
LVOLX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LVOLX vs. VFIAX commentary
Aug 08, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. LVOLX (223M). 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 : 22.10 vs. LVOLX (-10.27). VFIAX return over 5 years is better than : 89.42 vs. LVOLX (-4.07).
LVOLXVFIAXLVOLX / VFIAX
Total Expense Ratio1.230.043,075%
Annual Report Gross Expense Ratio1.220.043,050%
Fund Existence10 years25 years-
Gain YTD2.3247.98529%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets223M1.49T0%
Annual Yield % from dividends0.171.1814%
Returns for 1 year-10.2722.10-46%
Returns for 3 years-0.7753.34-1%
Returns for 5 years-4.0789.42-5%
Returns for 10 yearsN/A201.70-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCSGX14.94N/A
N/A
Franklin Small Cap Growth C
GDGIX30.17N/A
N/A
Sit Global Dividend Growth I
CCCRX38.22N/A
N/A
Columbia Contrarian Core R
VGOSX65.68N/A
N/A
Voya Large-Cap Growth R6
RYMCX7.99-0.06
-0.75%
Royce Micro-Cap Consult