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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$16.75
Change+$0.11 (+0.66%)
VolumeN/A
Net Assets89.02M
Vanguard Global Capital Cycles Investor
Price$17.12
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets2.01B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Sep 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 LSVGX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. LSVGX (89M). LSVGX pays higher dividends than VGPMX: LSVGX (2.27) vs VGPMX (1.90). 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 : 32.27 vs. LSVGX (16.86). VGPMX return over 5 years is better than : 100.74 vs. LSVGX (92.40).
| 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 | 18.542 | 35.563 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89M | 2.01B | 4% |
| Annual Yield % from dividends | 2.27 | 1.90 | 120% |
| Returns for 1 year | 16.86 | 32.27 | 52% |
| Returns for 3 years | 52.25 | 57.22 | 91% |
| Returns for 5 years | 92.40 | 100.74 | 92% |
| Returns for 10 years | 116.25 | 158.88 | 73% |
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