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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$17.45
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets95.18M
Vanguard Global Capital Cycles Investor
Price$20.34
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets2.64B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Dec 26, 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 LSVGX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.64B vs. LSVGX (95.2M). LSVGX pays higher dividends than VGPMX: LSVGX (2.16) vs VGPMX (1.59). LSVGX was incepted earlier than VGPMX: LSVGX (12 years) vs VGPMX (42 years). LSVGX (1.04) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 32.00 vs. LSVGX (12.00). VGPMX has a lower initial minimum investment than LSVGX: VGPMX (3000) vs LSVGX (100000). VGPMX annual gain was more profitable for investors over the last year : 55.94 vs. LSVGX (22.50). VGPMX return over 5 years is better than : 114.44 vs. LSVGX (72.78).
| LSVGX | VGPMX | LSVGX / VGPMX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 1.04 | 0.44 | 236% |
| Fund Existence | 12 years | 42 years | - |
| Gain YTD | 23.496 | 61.060 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.2M | 2.64B | 4% |
| Annual Yield % from dividends | 2.16 | 1.59 | 136% |
| Returns for 1 year | 22.50 | 55.94 | 40% |
| Returns for 3 years | 57.29 | 72.81 | 79% |
| Returns for 5 years | 72.78 | 114.44 | 64% |
| Returns for 10 years | 128.17 | 220.18 | 58% |
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