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LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$18.44
Change-$0.16 (-0.86%)
VolumeN/A
Net Assets212.64M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
LVOLX vs VFINX Comparison Chart in %
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LVOLX vs. VFINX commentary
Feb 05, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. LVOLX (213M). VFINX pays higher dividends than LVOLX: VFINX (1.01) vs LVOLX (0.34). LVOLX was incepted earlier than VFINX: LVOLX (10 years) vs VFINX (49 years). LVOLX (1.23) is less costly to investors than VFINX (0.14). LVOLX is a more actively managed with annual turnover of: 171.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than LVOLX: VFINX (0) vs LVOLX (1000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. LVOLX (0.46). VFINX return over 5 years is better than : 78.93 vs. LVOLX (-9.77).
| LVOLX | VFINX | LVOLX / VFINX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.23 | 0.14 | 879% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 4.358 | 1.131 | 385% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 1.48T | 0% |
| Annual Yield % from dividends | 0.34 | 1.01 | 33% |
| Returns for 1 year | 0.46 | 15.48 | 3% |
| Returns for 3 years | 4.52 | 67.54 | 7% |
| Returns for 5 years | -9.77 | 78.93 | -12% |
| Returns for 10 years | 46.49 | 268.63 | 17% |
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