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LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$17.12
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets214.2M
Vanguard 500 Index Investor
Price$487.72
Change+$0.65 (+0.13%)
VolumeN/A
Net Assets1.32T
LVOLX vs VFINX Comparison Chart
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LVOLX vs. VFINX commentary
Apr 18, 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: 1.32T vs. LVOLX (214M). VFINX pays higher dividends than LVOLX: VFINX (1.24) vs LVOLX (0.17). LVOLX was incepted earlier than VFINX: LVOLX (9 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 : 5.09 vs. LVOLX (-10.29). VFINX return over 5 years is better than : 83.59 vs. LVOLX (1.86).
| LVOLX | VFINX | LVOLX / VFINX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 9 years | 49 years | - |
| Gain YTD | -3.231 | -10.262 | 31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 1.32T | 0% |
| Annual Yield % from dividends | 0.17 | 1.24 | 14% |
| Returns for 1 year | -10.29 | 5.09 | -202% |
| Returns for 3 years | -11.79 | 20.21 | -58% |
| Returns for 5 years | 1.86 | 83.59 | 2% |
| Returns for 10 years | N/A | 151.62 | - |
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