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LVOLX vs VSMPX
LVOLX vs VSMPX Comparison
Open Charts LVOLX vs VSMPX
SGI US Large Cap Equity A
Price$18.02
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets224.37M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
LVOLX vs VSMPX Comparison Chart in %
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LVOLX vs. VSMPX commentary
Jul 28, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LVOLX (224M). VSMPX pays higher dividends than LVOLX: VSMPX (1.22) vs LVOLX (0.17). LVOLX was incepted earlier than VSMPX: LVOLX (10 years) vs VSMPX (10 years). LVOLX (1.22) is less costly to investors than VSMPX (0.02). LVOLX is a more actively managed with annual turnover of: 194.00 vs. VSMPX (2.00). LVOLX has a lower initial minimum investment than VSMPX: LVOLX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. LVOLX (-11.12). VSMPX return over 5 years is better than : 93.61 vs. LVOLX (-0.79).
| LVOLX | VSMPX | LVOLX / VSMPX | |
| Total Expense Ratio | 1.23 | 0.02 | 6,150% |
| Annual Report Gross Expense Ratio | 1.22 | 0.02 | 6,100% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 2.154 | 8.298 | 26% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.91T | 0% |
| Annual Yield % from dividends | 0.17 | 1.22 | 14% |
| Returns for 1 year | -11.12 | 17.76 | -63% |
| Returns for 3 years | 1.96 | 60.67 | 3% |
| Returns for 5 years | -0.79 | 93.61 | -1% |
| Returns for 10 years | N/A | 192.09 | - |
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