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LVAGX vs VGPMX
LVAGX vs VGPMX Comparison
Open Charts LVAGX vs VGPMX
LSV Global Value Investor
Price$18.25
Change-$0.13 (-0.71%)
VolumeN/A
Net Assets95.4M
Vanguard Global Capital Cycles Investor
Price$20.26
Change-$0.14 (-0.69%)
VolumeN/A
Net Assets2.64B
LVAGX vs VGPMX Comparison Chart in %
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LVAGX vs. VGPMX commentary
Dec 13, 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 Hold.
FUNDAMENTALS
Fundamentals
VGPMX has more cash in the bank: 2.64B vs. LVAGX (95.4M). LVAGX pays higher dividends than VGPMX: LVAGX (1.93) vs VGPMX (1.59). LVAGX was incepted earlier than VGPMX: LVAGX (11 years) vs VGPMX (42 years). LVAGX (1.29) 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 : 49.76 vs. LVAGX (20.05). VGPMX return over 5 years is better than : 119.18 vs. LVAGX (78.30).
| LVAGX | VGPMX | LVAGX / VGPMX | |
| Total Expense Ratio | 1.15 | 0.44 | 261% |
| Annual Report Gross Expense Ratio | 1.29 | 0.44 | 293% |
| Fund Existence | 11 years | 42 years | - |
| Gain YTD | 27.462 | 61.535 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 2.64B | 4% |
| Annual Yield % from dividends | 1.93 | 1.59 | 122% |
| Returns for 1 year | 20.05 | 49.76 | 40% |
| Returns for 3 years | 55.83 | 74.20 | 75% |
| Returns for 5 years | 78.30 | 119.18 | 66% |
| Returns for 10 years | 135.47 | 247.49 | 55% |
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