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LVAGX vs VGPMX
LVAGX vs VGPMX Comparison
Open Charts LVAGX vs VGPMX
LSV Global Value Investor
Price$16.73
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets87.99M
Vanguard Global Capital Cycles Investor
Price$16.31
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets1.85B
LVAGX vs VGPMX Comparison Chart in %
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LVAGX vs. VGPMX commentary
Aug 18, 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: 1.85B vs. LVAGX (88M). LVAGX (2.13) and VGPMX (2.03) have matching dividends . 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 : 22.70 vs. LVAGX (13.84). VGPMX return over 5 years is better than : 93.70 vs. LVAGX (84.41).
| 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 | 16.019 | 29.149 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88M | 1.85B | 5% |
| Annual Yield % from dividends | 2.13 | 2.03 | 105% |
| Returns for 1 year | 13.84 | 22.70 | 61% |
| Returns for 3 years | 41.16 | 48.04 | 86% |
| Returns for 5 years | 84.41 | 93.70 | 90% |
| Returns for 10 years | 94.71 | 127.41 | 74% |
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