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LSVGX vs VGPMX
LSVGX vs VGPMX Comparison
Open Charts LSVGX vs VGPMX
LSV Global Value Institutional
Price$17.85
Change+$0.99 (+5.87%)
VolumeN/A
Net Assets98.55M
Vanguard Global Capital Cycles Investor
Price$22.96
Change+$4.14 (+22.00%)
VolumeN/A
Net Assets2.91B
LSVGX vs VGPMX Comparison Chart in %
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LSVGX vs. VGPMX commentary
Feb 05, 2026
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: 2.91B vs. LSVGX (98.6M). LSVGX (2.48) and VGPMX (2.36) have matching dividends . LSVGX was incepted earlier than VGPMX: LSVGX (12 years) vs VGPMX (42 years). LSVGX (1.04) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 32.00 vs. LSVGX (15.00). 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 : 75.86 vs. LSVGX (26.49). VGPMX return over 5 years is better than : 135.64 vs. LSVGX (71.52).
| LSVGX | VGPMX | LSVGX / VGPMX | |
| Total Expense Ratio | 0.90 | 0.44 | 205% |
| Annual Report Gross Expense Ratio | 1.04 | 0.44 | 236% |
| Fund Existence | 12 years | 42 years | - |
| Gain YTD | 6.124 | 12.439 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.6M | 2.91B | 3% |
| Annual Yield % from dividends | 2.48 | 2.36 | 105% |
| Returns for 1 year | 26.49 | 75.86 | 35% |
| Returns for 3 years | 51.50 | 90.49 | 57% |
| Returns for 5 years | 71.52 | 135.64 | 53% |
| Returns for 10 years | 167.93 | 245.29 | 68% |
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