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FXAIX vs LVOLX
FXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLX
SGI US Large Cap Equity A
Price$18.91
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets213.42M
FXAIX vs LVOLX Comparison Chart in %
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FXAIX vs. LVOLX commentary
Dec 04, 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 FXAIX is a StrongBuy and LVOLX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. LVOLX (213M). FXAIX pays higher dividends than LVOLX: FXAIX (1.11) vs LVOLX (0.16). FXAIX was incepted earlier than LVOLX: FXAIX (15 years) vs LVOLX (10 years). LVOLX (1.22) is less costly to investors than FXAIX (0.01). LVOLX is a more actively managed with annual turnover of: 194.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than LVOLX: FXAIX (0) vs LVOLX (1000). FXAIX annual gain was more profitable for investors over the last year : 14.07 vs. LVOLX (-15.94). FXAIX return over 5 years is better than : 99.82 vs. LVOLX (-4.22).
| FXAIX | LVOLX | FXAIX / LVOLX | |
| Total Expense Ratio | 0.01 | 1.23 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.22 | 1% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 17.153 | 7.653 | 224% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 213M | 346,948% |
| Annual Yield % from dividends | 1.11 | 0.16 | 691% |
| Returns for 1 year | 14.07 | -15.94 | -88% |
| Returns for 3 years | 74.61 | 0.51 | 14,719% |
| Returns for 5 years | 99.82 | -4.22 | -2,367% |
| Returns for 10 years | 258.16 | 35.13 | 735% |
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