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LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$17.64
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets223.34M
Vanguard 500 Index Investor
Price$536.41
Change-$3.59 (-0.66%)
VolumeN/A
Net Assets1.33T
LVOLX vs VFINX Comparison Chart
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LVOLX vs. VFINX commentary
May 24, 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: 1.34T vs. LVOLX (223M). VFINX pays higher dividends than LVOLX: VFINX (1.25) 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 : 10.19 vs. LVOLX (-10.97). VFINX return over 5 years is better than : 96.25 vs. LVOLX (4.83).
| 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 | 0.113 | -1.172 | -10% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 1.34T | 0% |
| Annual Yield % from dividends | 0.17 | 1.25 | 14% |
| Returns for 1 year | -10.97 | 10.19 | -108% |
| Returns for 3 years | -2.81 | 47.27 | -6% |
| Returns for 5 years | 4.83 | 96.25 | 5% |
| Returns for 10 years | N/A | 176.00 | - |
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