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LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$18.91
Change-$0.08 (-0.42%)
VolumeN/A
Net Assets213.42M
Vanguard 500 Index Investor
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
LVOLX vs VFINX Comparison Chart in %
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LVOLX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. LVOLX (213M). VFINX pays higher dividends than LVOLX: VFINX (1.02) vs LVOLX (0.16). LVOLX was incepted earlier than VFINX: LVOLX (10 years) vs VFINX (49 years). LVOLX (1.22) is less costly to investors than VFINX (0.14). LVOLX is a more actively managed with annual turnover of: 194.00 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 : 12.70 vs. LVOLX (-15.94). VFINX return over 5 years is better than : 85.87 vs. LVOLX (-4.22).
| LVOLX | VFINX | LVOLX / VFINX | |
| Total Expense Ratio | 1.23 | 0.14 | 879% |
| Annual Report Gross Expense Ratio | 1.22 | 0.14 | 871% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 7.653 | 16.085 | 48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 1.46T | 0% |
| Annual Yield % from dividends | 0.16 | 1.02 | 16% |
| Returns for 1 year | -15.94 | 12.70 | -126% |
| Returns for 3 years | 0.51 | 67.35 | 1% |
| Returns for 5 years | -4.22 | 85.87 | -5% |
| Returns for 10 years | 35.13 | 225.68 | 16% |