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LVOLX vs VSMPX
LVOLX vs VSMPX Comparison
Open Charts LVOLX vs VSMPX
SGI US Large Cap Equity A
Price$21.80
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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LVOLX vs VSMPX Comparison Chart
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LVOLX vs. VSMPX commentary
Sep 21, 2024
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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. LVOLX (234M). VSMPX pays higher dividends than LVOLX: VSMPX (1.36) vs LVOLX (0.59). LVOLX was incepted earlier than VSMPX: LVOLX (9 years) vs VSMPX (9 years). LVOLX is a more actively managed with annual turnover of: 88.00 vs. VSMPX (2.00). LVOLX has a lower initial minimum investment than VSMPX: LVOLX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 25.90 vs. LVOLX (20.41). VSMPX return over 5 years is better than : 83.02 vs. LVOLX (19.03).
| LVOLX | VSMPX | LVOLX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 17.427 | 16.929 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 1.72T | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 44% |
| Returns for 1 year | 20.41 | 25.90 | 79% |
| Returns for 3 years | -4.12 | 21.36 | -19% |
| Returns for 5 years | 19.03 | 83.02 | 23% |
| Returns for 10 years | N/A | N/A | - |
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