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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
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LVOLX vs VFIAX Comparison Chart in %
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LVOLX vs. VFIAX commentary
Jun 22, 2026
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: 1.7T vs. LVOLX (188M). VFIAX pays higher dividends than LVOLX: VFIAX (1.02) vs LVOLX (0.32). LVOLX was incepted earlier than VFIAX: LVOLX (11 years) vs VFIAX (26 years). LVOLX (1.23) is less costly to investors than VFIAX (0.04). LVOLX is a more actively managed with annual turnover of: 171.00 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 : 25.45 vs. LVOLX (9.19). VFIAX return over 5 years is better than : 80.18 vs. LVOLX (-10.61).
| LVOLX | VFIAX | LVOLX / VFIAX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.23 | 0.04 | 3,075% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 7.640 | 9.838 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 1.7T | 0% |
| Annual Yield % from dividends | 0.32 | 1.02 | 32% |
| Returns for 1 year | 9.19 | 25.45 | 36% |
| Returns for 3 years | 6.41 | 70.06 | 9% |
| Returns for 5 years | -10.61 | 80.18 | -13% |
| Returns for 10 years | 36.53 | 261.84 | 14% |
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