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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$16.42
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets87.99M
Vanguard Global Capital Cycles Investor
Price$16.31
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets1.85B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.85B vs. LSVGX (88M). LSVGX pays higher dividends than VGPMX: LSVGX (2.38) vs VGPMX (2.03). LSVGX was incepted earlier than VGPMX: LSVGX (11 years) vs VGPMX (41 years). LSVGX (1.05) 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 : 22.70 vs. LSVGX (14.10). VGPMX return over 5 years is better than : 93.70 vs. LSVGX (86.68).
| LSVGX | VGPMX | LSVGX / VGPMX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 1.05 | 0.44 | 239% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 16.207 | 29.149 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88M | 1.85B | 5% |
| Annual Yield % from dividends | 2.38 | 2.03 | 118% |
| Returns for 1 year | 14.10 | 22.70 | 62% |
| Returns for 3 years | 42.20 | 48.04 | 88% |
| Returns for 5 years | 86.68 | 93.70 | 93% |
| Returns for 10 years | 99.57 | 127.41 | 78% |
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