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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$18.01
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets209.36M
Vanguard 500 Index Admiral
Price$639.62
Change-$3.42 (-0.53%)
VolumeN/A
Net Assets1.47T
LVOLX vs VFIAX Comparison Chart in %
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LVOLX vs. VFIAX commentary
Jan 15, 2026
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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. LVOLX (209M). VFIAX pays higher dividends than LVOLX: VFIAX (1.12) vs LVOLX (0.35). 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: 171.00 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 : 18.64 vs. LVOLX (2.05). VFIAX return over 5 years is better than : 84.12 vs. LVOLX (-10.09).
| 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 | 1.924 | 1.231 | 156% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 1.48T | 0% |
| Annual Yield % from dividends | 0.35 | 1.12 | 31% |
| Returns for 1 year | 2.05 | 18.64 | 11% |
| Returns for 3 years | 2.25 | 73.55 | 3% |
| Returns for 5 years | -10.09 | 84.12 | -12% |
| Returns for 10 years | 44.30 | 269.26 | 16% |
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