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LVAGX vs VGPMX
LVAGX vs VGPMX Comparison
Open Charts LVAGX vs VGPMX
LSV Global Value Investor
Price$16.43
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets86.12M
Vanguard Global Capital Cycles Investor
Price$16.12
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets1.72B
LVAGX vs VGPMX Comparison Chart in %
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LVAGX vs. VGPMX commentary
Jul 08, 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 LVAGX is a Buy and VGPMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 1.72B vs. LVAGX (86.1M). LVAGX pays higher dividends than VGPMX: LVAGX (2.13) vs VGPMX (2.00). LVAGX was incepted earlier than VGPMX: LVAGX (11 years) vs VGPMX (41 years). LVAGX (1.30) is less costly to investors than VGPMX (0.44). VGPMX is a more actively managed with annual turnover of: 32.00 vs. LVAGX (12.00). LVAGX has a lower initial minimum investment than VGPMX: LVAGX (1000) vs VGPMX (3000). VGPMX annual gain was more profitable for investors over the last year : 21.00 vs. LVAGX (13.54). VGPMX return over 5 years is better than : 112.33 vs. LVAGX (93.60).
| LVAGX | VGPMX | LVAGX / VGPMX | |
| Total Expense Ratio | 1.15 | 0.44 | 261% |
| Annual Report Gross Expense Ratio | 1.30 | 0.44 | 295% |
| Fund Existence | 11 years | 41 years | - |
| Gain YTD | 13.939 | 27.644 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.1M | 1.72B | 5% |
| Annual Yield % from dividends | 2.13 | 2.00 | 106% |
| Returns for 1 year | 13.54 | 21.00 | 64% |
| Returns for 3 years | 49.19 | 51.91 | 95% |
| Returns for 5 years | 93.60 | 112.33 | 83% |
| Returns for 10 years | 90.65 | 94.22 | 96% |
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