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LVOLX vs VSTSX
LVOLX vs VSTSX Comparison
Open Charts LVOLX vs VSTSX
SGI US Large Cap Equity A
Price$22.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$282.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
LVOLX vs VSTSX Comparison Chart
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LVOLX vs. VSTSX commentary
Nov 22, 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 StrongBuy and VSTSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.73T vs. LVOLX (235M). VSTSX pays higher dividends than LVOLX: VSTSX (1.36) vs LVOLX (0.59). LVOLX was incepted earlier than VSTSX: LVOLX (9 years) vs VSTSX (8 years). LVOLX is a more actively managed with annual turnover of: 88.00 vs. VSTSX (2.00). LVOLX has a lower initial minimum investment than VSTSX: LVOLX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 31.21 vs. LVOLX (21.57). VSTSX return over 5 years is better than : 87.30 vs. LVOLX (22.63).
| LVOLX | VSTSX | LVOLX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 21.444 | 24.454 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 1.73T | 0% |
| Annual Yield % from dividends | 0.59 | 1.36 | 44% |
| Returns for 1 year | 21.57 | 31.21 | 69% |
| Returns for 3 years | -5.66 | 23.19 | -24% |
| Returns for 5 years | 22.63 | 87.30 | 26% |
| Returns for 10 years | N/A | N/A | - |