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LVOLX vs VSTSX
LVOLX vs VSTSX Comparison
Open Charts LVOLX vs VSTSX
SGI US Large Cap Equity A
Price$21.80
Change-$0.02 (-0.09%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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LVOLX vs VSTSX Comparison Chart
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LVOLX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. LVOLX (234M). 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 : 25.91 vs. LVOLX (22.79). VSTSX return over 5 years is better than : 83.06 vs. LVOLX (19.96).
| 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 | 18.350 | 16.934 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 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 | 22.79 | 25.91 | 88% |
| Returns for 3 years | -2.03 | 21.39 | -9% |
| Returns for 5 years | 19.96 | 83.06 | 24% |
| Returns for 10 years | N/A | N/A | - |