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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$16.83
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets89.3M
Vanguard Global Capital Cycles Investor
Price$18.89
Change-$0.18 (-0.94%)
VolumeN/A
Net Assets2.34B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Oct 19, 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 Hold and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.34B vs. LSVGX (89.3M). LSVGX pays higher dividends than VGPMX: LSVGX (2.22) vs VGPMX (1.70). 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 : 35.11 vs. LSVGX (11.44). VGPMX return over 5 years is better than : 124.87 vs. LSVGX (89.41).
| 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 | 19.108 | 49.578 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.3M | 2.34B | 4% |
| Annual Yield % from dividends | 2.22 | 1.70 | 131% |
| Returns for 1 year | 11.44 | 35.11 | 33% |
| Returns for 3 years | 64.02 | 86.35 | 74% |
| Returns for 5 years | 89.41 | 124.87 | 72% |
| Returns for 10 years | 113.23 | 158.86 | 71% |
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