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LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$18.47
Change+$0.10 (+0.54%)
VolumeN/A
Net Assets224.43M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
LVOLX vs VFINX Comparison Chart in %
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LVOLX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. LVOLX (224M). VFINX pays higher dividends than LVOLX: VFINX (1.05) vs LVOLX (0.17). 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 : 14.15 vs. LVOLX (-16.02). VFINX return over 5 years is better than : 91.55 vs. LVOLX (-5.42).
| 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 | 4.705 | 13.407 | 35% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.41T | 0% |
| Annual Yield % from dividends | 0.17 | 1.05 | 16% |
| Returns for 1 year | -16.02 | 14.15 | -113% |
| Returns for 3 years | 8.14 | 79.37 | 10% |
| Returns for 5 years | -5.42 | 91.55 | -6% |
| Returns for 10 years | N/A | 228.72 | - |
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