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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$16.11
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets86.12M
Vanguard Global Capital Cycles Investor
Price$16.12
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.72B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Jul 07, 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 (86.1M). LSVGX pays higher dividends than VGPMX: LSVGX (2.38) vs VGPMX (2.00). 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 : 21.00 vs. LSVGX (13.71). VGPMX return over 5 years is better than : 112.33 vs. LSVGX (95.98).
| 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 | 14.013 | 27.644 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.1M | 1.72B | 5% |
| Annual Yield % from dividends | 2.38 | 2.00 | 119% |
| Returns for 1 year | 13.71 | 21.00 | 65% |
| Returns for 3 years | 50.23 | 51.91 | 97% |
| Returns for 5 years | 95.98 | 112.33 | 85% |
| Returns for 10 years | 95.41 | 94.22 | 101% |
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