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FXAIX vs LEVIX
FXAIX vs LEVIX Comparison
Open Charts FXAIX vs LEVIX
Lazard US Equity Concentrated Instl
Price$4.11
Change+$0.04 (+0.98%)
VolumeN/A
Net Assets62.89M
FXAIX vs LEVIX Comparison Chart
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FXAIX vs. LEVIX commentary
Jan 19, 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 Hold and LEVIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. LEVIX (62.9M). FXAIX pays higher dividends than LEVIX: FXAIX (1.31) vs LEVIX (1.08). FXAIX was incepted earlier than LEVIX: FXAIX (14 years) vs LEVIX (19 years). LEVIX is a more actively managed with annual turnover of: 81.00 vs. FXAIX (3.00). 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 : 27.15 vs. LEVIX (-50.95). FXAIX return over 5 years is better than : 94.81 vs. LEVIX (-75.93).
| FXAIX | LEVIX | FXAIX / LEVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 2.013 | 5.115 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 62.9M | 984,102% |
| Annual Yield % from dividends | 1.31 | 1.08 | 122% |
| Returns for 1 year | 27.15 | -50.95 | -53% |
| Returns for 3 years | 37.22 | -77.51 | -48% |
| Returns for 5 years | 94.81 | -75.93 | -125% |
| Returns for 10 years | 222.48 | -67.95 | -327% |
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