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FXAIX vs LEVIX
FXAIX vs LEVIX Comparison
Open Charts FXAIX vs LEVIX
Lazard US Equity Concentrated Instl
Price$11.29
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets41.24M
FXAIX vs LEVIX Comparison Chart in %
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FXAIX vs. LEVIX commentary
Jun 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 FXAIX is a Buy and LEVIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. LEVIX (41.2M). FXAIX pays higher dividends than LEVIX: FXAIX (1.26) vs LEVIX (0.50). FXAIX was incepted earlier than LEVIX: FXAIX (14 years) vs LEVIX (20 years). LEVIX (0.88) is less costly to investors than FXAIX (0.01). LEVIX is a more actively managed with annual turnover of: 146.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than LEVIX: FXAIX (0) vs LEVIX (10000). FXAIX annual gain was more profitable for investors over the last year : 13.48 vs. LEVIX (-57.16). FXAIX return over 5 years is better than : 120.01 vs. LEVIX (-74.94).
| FXAIX | LEVIX | FXAIX / LEVIX | |
| Total Expense Ratio | 0.01 | 0.85 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.88 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 5.065 | -3.836 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 41.2M | 1,538,835% |
| Annual Yield % from dividends | 1.26 | 0.50 | 251% |
| Returns for 1 year | 13.48 | -57.16 | -24% |
| Returns for 3 years | 68.10 | -76.38 | -89% |
| Returns for 5 years | 120.01 | -74.94 | -160% |
| Returns for 10 years | 225.12 | -72.64 | -310% |
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