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LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$18.14
Change-$0.22 (-1.20%)
VolumeN/A
Net Assets219.53M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
LVOLX vs VFINX Comparison Chart
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LVOLX vs. VFINX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. LVOLX (220M). VFINX pays higher dividends than LVOLX: VFINX (1.24) vs LVOLX (0.59). LVOLX was incepted earlier than VFINX: LVOLX (9 years) vs VFINX (49 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 : 18.27 vs. LVOLX (-5.70). VFINX return over 5 years is better than : 80.18 vs. LVOLX (-5.97).
| LVOLX | VFINX | LVOLX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 49 years | - |
| Gain YTD | 2.834 | 2.400 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 1.41T | 0% |
| Annual Yield % from dividends | 0.59 | 1.24 | 48% |
| Returns for 1 year | -5.70 | 18.27 | -31% |
| Returns for 3 years | -0.65 | 39.78 | -2% |
| Returns for 5 years | -5.97 | 80.18 | -7% |
| Returns for 10 years | N/A | 184.41 | - |