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LVOLX vs VFIAX
LVOLX vs VFIAX Comparison
Open Charts LVOLX vs VFIAX
SGI US Large Cap Equity A
Price$18.91
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets213.42M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
LVOLX vs VFIAX Comparison Chart in %
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LVOLX vs. VFIAX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. LVOLX (213M). VFIAX pays higher dividends than LVOLX: VFIAX (1.11) vs LVOLX (0.16). 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 : 12.70 vs. LVOLX (-15.94). VFIAX return over 5 years is better than : 85.88 vs. LVOLX (-4.22).
| 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 | 7.653 | 16.106 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 1.46T | 0% |
| Annual Yield % from dividends | 0.16 | 1.11 | 14% |
| Returns for 1 year | -15.94 | 12.70 | -126% |
| Returns for 3 years | 0.51 | 67.36 | 1% |
| Returns for 5 years | -4.22 | 85.88 | -5% |
| Returns for 10 years | 35.13 | 225.65 | 16% |
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