Interact to see
Advertisement
Advertisement
LVOLX vs VSTSX
LVOLX vs VSTSX Comparison
Open Charts LVOLX vs VSTSX
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 Sel
Price$300.61
Change+$1.32 (+0.44%)
VolumeN/A
Net Assets1.91T
LVOLX vs VSTSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LVOLX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. LVOLX (224M). VSTSX pays higher dividends than LVOLX: VSTSX (1.23) vs LVOLX (0.17). LVOLX was incepted earlier than VSTSX: LVOLX (10 years) vs VSTSX (9 years). LVOLX (1.22) is less costly to investors than VSTSX (0.01). LVOLX is a more actively managed with annual turnover of: 194.00 vs. VSTSX (2.00). LVOLX has a lower initial minimum investment than VSTSX: LVOLX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 17.78 vs. LVOLX (-11.12). VSTSX return over 5 years is better than : 93.67 vs. LVOLX (-0.79).
| LVOLX | VSTSX | LVOLX / VSTSX | |
| Total Expense Ratio | 1.23 | 0.01 | 12,300% |
| Annual Report Gross Expense Ratio | 1.22 | 0.01 | 12,200% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 2.154 | 8.300 | 26% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224M | 1.91T | 0% |
| Annual Yield % from dividends | 0.17 | 1.23 | 14% |
| Returns for 1 year | -11.12 | 17.78 | -63% |
| Returns for 3 years | 1.96 | 60.72 | 3% |
| Returns for 5 years | -0.79 | 93.67 | -1% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement