Interact to see
Advertisement
Advertisement
LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$17.99
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets224.17M
Vanguard 500 Index Investor
Price$579.67
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
LVOLX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOLX vs. VFINX commentary
Jul 07, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. LVOLX (224M). VFINX pays higher dividends than LVOLX: VFINX (1.12) vs LVOLX (0.17). LVOLX was incepted earlier than VFINX: LVOLX (10 years) vs VFINX (49 years). LVOLX (1.22) is less costly to investors than VFINX (0.14). LVOLX is a more actively managed with annual turnover of: 194.00 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 : 13.50 vs. LVOLX (-10.48). VFINX return over 5 years is better than : 100.85 vs. LVOLX (1.71).
| LVOLX | VFINX | LVOLX / VFINX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 1.984 | 6.806 | 29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.43T | 0% |
| Annual Yield % from dividends | 0.17 | 1.12 | 15% |
| Returns for 1 year | -10.48 | 13.50 | -78% |
| Returns for 3 years | 1.90 | 64.34 | 3% |
| Returns for 5 years | 1.71 | 100.85 | 2% |
| Returns for 10 years | N/A | 204.03 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers