LVOLX
Price
$17.97
Change
-$0.08 (-0.44%)
Updated
Aug 7 closing price
Net Assets
222.77M
VFINX
Price
$585.57
Change
-$0.45 (-0.08%)
Updated
Aug 7 closing price
Net Assets
1.49T
Interact to see
Advertisement

LVOLX vs VFINX

Header iconLVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINXBanner chart's image
SGI US Large Cap Equity A
Price$17.97
Change-$0.08 (-0.44%)
VolumeN/A
Net Assets222.77M
Vanguard 500 Index Investor
Price$585.57
Change-$0.45 (-0.08%)
VolumeN/A
Net Assets1.49T
LVOLX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
LVOLX vs. VFINX commentary
Aug 08, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. LVOLX (223M). VFINX pays higher dividends than LVOLX: VFINX (1.09) 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 : 22.10 vs. LVOLX (-10.27). VFINX return over 5 years is better than : 89.42 vs. LVOLX (-4.07).
LVOLXVFINXLVOLX / VFINX
Total Expense Ratio1.230.14879%
Annual Report Gross Expense Ratio1.220.14871%
Fund Existence10 years49 years-
Gain YTD2.3247.97629%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets223M1.49T0%
Annual Yield % from dividends0.171.0916%
Returns for 1 year-10.2722.10-46%
Returns for 3 years-0.7753.34-1%
Returns for 5 years-4.0789.42-5%
Returns for 10 yearsN/A201.73-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCSGX14.94N/A
N/A
Franklin Small Cap Growth C
GDGIX30.17N/A
N/A
Sit Global Dividend Growth I
CCCRX38.22N/A
N/A
Columbia Contrarian Core R
VGOSX65.68N/A
N/A
Voya Large-Cap Growth R6
RYMCX7.99-0.06
-0.75%
Royce Micro-Cap Consult