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LVAFX vs VGPMX
LVAFX vs VGPMX Comparison
Open Charts LVAFX vs VGPMX
LSV Global Managed Volatility Investor
Price$11.77
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets10.24M
Vanguard Global Capital Cycles Investor
Price$17.12
Change+$0.11 (+0.65%)
VolumeN/A
Net Assets2.01B
LVAFX vs VGPMX Comparison Chart in %
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LVAFX 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 LVAFX is a Buy and VGPMX is a Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.01B vs. LVAFX (10.2M). LVAFX pays higher dividends than VGPMX: LVAFX (2.10) vs VGPMX (1.90). LVAFX was incepted earlier than VGPMX: LVAFX (11 years) vs VGPMX (41 years). LVAFX (1.48) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 32.00 vs. LVAFX (18.00). LVAFX has a lower initial minimum investment than VGPMX: LVAFX (1000) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 32.27 vs. LVAFX (4.01). VGPMX return over 5 years is better than : 100.74 vs. LVAFX (40.14).
| LVAFX | VGPMX | LVAFX / VGPMX | |
| Total Expense Ratio | 1.00 | 0.44 | 227% |
| Annual Report Gross Expense Ratio | 1.48 | 0.44 | 336% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 16.766 | 35.563 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 2.01B | 1% |
| Annual Yield % from dividends | 2.10 | 1.90 | 110% |
| Returns for 1 year | 4.01 | 32.27 | 12% |
| Returns for 3 years | 20.88 | 57.22 | 36% |
| Returns for 5 years | 40.14 | 100.74 | 40% |
| Returns for 10 years | 64.94 | 158.88 | 41% |
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