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LVOLX vs VSTSX
LVOLX vs VSTSX Comparison
Open Charts LVOLX vs VSTSX
SGI US Large Cap Equity A
Price$17.55
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets222.3M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
LVOLX vs VSTSX Comparison Chart
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LVOLX vs. VSTSX commentary
May 09, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. LVOLX (222M). VSTSX pays higher dividends than LVOLX: VSTSX (1.38) vs LVOLX (0.17). LVOLX was incepted earlier than VSTSX: LVOLX (10 years) vs VSTSX (9 years). LVOLX (1.22) is less costly to investors than VSTSX (0.01). LVOLX is a more actively managed with annual turnover of: 194.00 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 : 7.87 vs. LVOLX (-11.14). VSTSX return over 5 years is better than : 88.05 vs. LVOLX (4.55).
| LVOLX | VSTSX | LVOLX / VSTSX | |
| Total Expense Ratio | 1.23 | 0.01 | 12,300% |
| Annual Report Gross Expense Ratio | 1.22 | 0.01 | 12,200% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -0.737 | -4.647 | 16% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 222M | 1.72T | 0% |
| Annual Yield % from dividends | 0.17 | 1.38 | 13% |
| Returns for 1 year | -11.14 | 7.87 | -142% |
| Returns for 3 years | -5.94 | 39.48 | -15% |
| Returns for 5 years | 4.55 | 88.05 | 5% |
| Returns for 10 years | N/A | N/A | - |
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