Interact to see
Advertisement
Advertisement
LVOLX vs VFINX
LVOLX vs VFINX Comparison
Open Charts LVOLX vs VFINX
SGI US Large Cap Equity A
Price$18.01
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets209.36M
Vanguard 500 Index Investor
Price$639.70
Change-$3.42 (-0.53%)
VolumeN/A
Net Assets1.47T
LVOLX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOLX vs. VFINX commentary
Jan 15, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. LVOLX (209M). VFINX pays higher dividends than LVOLX: VFINX (1.02) vs LVOLX (0.35). 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: 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 : 18.64 vs. LVOLX (2.05). VFINX return over 5 years is better than : 84.11 vs. LVOLX (-10.09).
| 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 | 1.924 | 1.228 | 157% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 1.48T | 0% |
| Annual Yield % from dividends | 0.35 | 1.02 | 34% |
| Returns for 1 year | 2.05 | 18.64 | 11% |
| Returns for 3 years | 2.25 | 73.54 | 3% |
| Returns for 5 years | -10.09 | 84.11 | -12% |
| Returns for 10 years | 44.30 | 269.28 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers