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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$15.36
Change-$0.18 (-1.16%)
VolumeN/A
Net Assets82.42M
Vanguard Global Capital Cycles Investor
Price$15.65
Change-$0.06 (-0.38%)
VolumeN/A
Net Assets1.72B
LSVGX vs VGPMX Comparison Chart
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LSVGX vs. VGPMX commentary
Jun 16, 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: 1.72B vs. LSVGX (82.4M). LSVGX pays higher dividends than VGPMX: LSVGX (2.48) vs VGPMX (2.12). 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 : 20.54 vs. LSVGX (9.09). VGPMX return over 5 years is better than : 109.96 vs. LSVGX (86.86).
| 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 | 8.705 | 23.923 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.4M | 1.72B | 5% |
| Annual Yield % from dividends | 2.48 | 2.12 | 117% |
| Returns for 1 year | 9.09 | 20.54 | 44% |
| Returns for 3 years | 40.80 | 43.33 | 94% |
| Returns for 5 years | 86.86 | 109.96 | 79% |
| Returns for 10 years | 82.16 | 80.79 | 102% |
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