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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$21.80
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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LVOLX vs VFIAX Comparison Chart
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LVOLX vs. VFIAX commentary
Sep 21, 2024
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: 1.24T vs. LVOLX (234M). 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 : 26.45 vs. LVOLX (22.79). VFIAX return over 5 years is better than : 87.65 vs. LVOLX (19.96).
| 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 | 18.350 | 18.190 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 1.24T | 0% |
| Annual Yield % from dividends | 0.59 | 1.32 | 45% |
| Returns for 1 year | 22.79 | 26.45 | 86% |
| Returns for 3 years | -2.03 | 26.76 | -8% |
| Returns for 5 years | 19.96 | 87.65 | 23% |
| Returns for 10 years | N/A | 182.25 | - |