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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$18.90
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets215.79M
Vanguard 500 Index Admiral
Price$632.92
Change+$0.42 (+0.07%)
VolumeN/A
Net Assets1.46T
LVOLX vs VFIAX Comparison Chart in %
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LVOLX vs. VFIAX commentary
Nov 14, 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 LVOLX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. LVOLX (216M). VFIAX pays higher dividends than LVOLX: VFIAX (1.11) vs LVOLX (0.17). LVOLX was incepted earlier than VFIAX: LVOLX (10 years) vs VFIAX (25 years). LVOLX (1.22) is less costly to investors than VFIAX (0.04). LVOLX is a more actively managed with annual turnover of: 194.00 vs. VFIAX (2.00). LVOLX has a lower initial minimum investment than VFIAX: LVOLX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.54 vs. LVOLX (-15.97). VFIAX return over 5 years is better than : 91.22 vs. LVOLX (-3.71).
| LVOLX | VFIAX | LVOLX / VFIAX | |
| Total Expense Ratio | 1.23 | 0.04 | 3,075% |
| Annual Report Gross Expense Ratio | 1.22 | 0.04 | 3,050% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 7.143 | 16.653 | 43% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 1.46T | 0% |
| Annual Yield % from dividends | 0.17 | 1.11 | 15% |
| Returns for 1 year | -15.97 | 14.54 | -110% |
| Returns for 3 years | 3.40 | 71.74 | 5% |
| Returns for 5 years | -3.71 | 91.22 | -4% |
| Returns for 10 years | 39.82 | 238.79 | 17% |
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