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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$17.12
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets214.2M
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
LVOLX vs VFIAX Comparison Chart
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LVOLX vs. VFIAX commentary
Apr 18, 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: 1.32T vs. LVOLX (214M). VFIAX pays higher dividends than LVOLX: VFIAX (1.35) vs LVOLX (0.17). LVOLX was incepted earlier than VFIAX: LVOLX (9 years) vs VFIAX (24 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 : 5.09 vs. LVOLX (-10.29). VFIAX return over 5 years is better than : 83.58 vs. LVOLX (1.86).
| 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 | 9 years | 24 years | - |
| Gain YTD | -3.231 | -10.261 | 31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.32T | 0% |
| Annual Yield % from dividends | 0.17 | 1.35 | 13% |
| Returns for 1 year | -10.29 | 5.09 | -202% |
| Returns for 3 years | -11.79 | 20.21 | -58% |
| Returns for 5 years | 1.86 | 83.58 | 2% |
| Returns for 10 years | N/A | 151.59 | - |
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