Interact to see
Advertisement
Advertisement
LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
LVOLX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOLX vs. VFIAX commentary
Aug 24, 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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.69T vs. LVOLX (201M). VFIAX pays higher dividends than LVOLX: VFIAX (1.06) 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 : 20.50 vs. LVOLX (11.83). VFIAX return over 5 years is better than : 72.92 vs. LVOLX (-10.15).
| 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 | 15.224 | 12.253 | 124% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 201M | 1.69T | 0% |
| Annual Yield % from dividends | 0.32 | 1.06 | 30% |
| Returns for 1 year | 11.83 | 20.50 | 58% |
| Returns for 3 years | 15.66 | 75.09 | 21% |
| Returns for 5 years | -10.15 | 72.92 | -14% |
| Returns for 10 years | 42.01 | 251.00 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers