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LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$17.75
Change+$0.13 (+0.74%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
LVOLX vs VFINX Comparison Chart
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LVOLX vs. VFINX commentary
Dec 23, 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. LVOLX (231M). VFINX pays higher dividends than LVOLX: VFINX (1.24) vs LVOLX (0.59). LVOLX was incepted earlier than VFINX: LVOLX (9 years) vs VFINX (48 years). LVOLX is a more actively managed with annual turnover of: 88.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than LVOLX: VFINX (0) vs LVOLX (1000). VFINX annual gain was more profitable for investors over the last year : 25.40 vs. LVOLX (-2.47). VFINX return over 5 years is better than : 84.83 vs. LVOLX (-3.59).
| LVOLX | VFINX | LVOLX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 48 years | - |
| Gain YTD | -3.471 | 24.763 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231M | 1.37T | 0% |
| Annual Yield % from dividends | 0.59 | 1.24 | 48% |
| Returns for 1 year | -2.47 | 25.40 | -10% |
| Returns for 3 years | -12.23 | 28.04 | -44% |
| Returns for 5 years | -3.59 | 84.83 | -4% |
| Returns for 10 years | N/A | 186.19 | - |