Interact to see
Advertisement
Advertisement
LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$18.47
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets224.43M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
LVOLX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOLX vs. VFIAX commentary
Oct 19, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. LVOLX (224M). VFIAX pays higher dividends than LVOLX: VFIAX (1.14) 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 : 14.15 vs. LVOLX (-16.02). VFIAX return over 5 years is better than : 91.55 vs. LVOLX (-5.42).
| 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 | 4.705 | 13.413 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.41T | 0% |
| Annual Yield % from dividends | 0.17 | 1.14 | 15% |
| Returns for 1 year | -16.02 | 14.15 | -113% |
| Returns for 3 years | 8.14 | 79.39 | 10% |
| Returns for 5 years | -5.42 | 91.55 | -6% |
| Returns for 10 years | N/A | 228.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MGLJX | 16.58 | 0.07 | +0.42% |
| MFS Global Real Estate R1 | |||
| EMACX | 14.33 | -0.02 | -0.14% |
| Gabelli Entpr Mergers & Acquisitions C | |||
| FIGRX | 59.95 | -0.23 | -0.38% |
| Fidelity International Discovery | |||
| IRFCX | 9.42 | -0.04 | -0.42% |
| Cohen & Steers International Realty C | |||
| TAVFX | 70.79 | -0.46 | -0.65% |
| Third Avenue Value Instl | |||