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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$17.52
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets92.14M
Vanguard Global Capital Cycles Investor
Price$19.98
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets2.47B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Dec 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.47B vs. LSVGX (92.1M). LSVGX pays higher dividends than VGPMX: LSVGX (2.16) vs VGPMX (1.59). LSVGX was incepted earlier than VGPMX: LSVGX (11 years) vs VGPMX (42 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 : 47.14 vs. LSVGX (15.04). VGPMX return over 5 years is better than : 118.02 vs. LSVGX (74.54).
| 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 | 42 years | - |
| Gain YTD | 23.425 | 58.130 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.1M | 2.47B | 4% |
| Annual Yield % from dividends | 2.16 | 1.59 | 136% |
| Returns for 1 year | 15.04 | 47.14 | 32% |
| Returns for 3 years | 49.36 | 68.39 | 72% |
| Returns for 5 years | 74.54 | 118.02 | 63% |
| Returns for 10 years | 121.65 | 206.45 | 59% |
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