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FXAIX vs LEVIX
FXAIX vs LEVIX Comparison
Open Charts FXAIX vs LEVIX
Lazard US Equity Concentrated Instl
Price$10.89
Change+$0.18 (+1.68%)
VolumeN/A
Net Assets40.76M
FXAIX vs LEVIX Comparison Chart
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FXAIX vs. LEVIX commentary
Jun 07, 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 (40.8M). 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 : 12.43 vs. LEVIX (-57.58). FXAIX return over 5 years is better than : 100.49 vs. LEVIX (-77.73).
| 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 | 1.537 | -7.161 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 40.8M | 1,553,922% |
| Annual Yield % from dividends | 1.26 | 0.50 | 251% |
| Returns for 1 year | 12.43 | -57.58 | -22% |
| Returns for 3 years | 49.35 | -79.06 | -62% |
| Returns for 5 years | 100.49 | -77.73 | -129% |
| Returns for 10 years | 212.02 | -73.81 | -287% |
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