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FXAIX vs LEVIX
FXAIX vs LEVIX Comparison
Open Charts FXAIX vs LEVIX
Lazard US Equity Concentrated Instl
Price$9.74
Change-$0.03 (-0.31%)
VolumeN/A
CapitalizationN/A
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FXAIX vs LEVIX Comparison Chart
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FXAIX vs. LEVIX commentary
Sep 21, 2024
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: 585B vs. LEVIX (86.2M). FXAIX pays higher dividends than LEVIX: FXAIX (1.31) vs LEVIX (1.08). FXAIX was incepted earlier than LEVIX: FXAIX (13 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 : 33.63 vs. LEVIX (-29.76). FXAIX return over 5 years is better than : 104.21 vs. LEVIX (-38.56).
| FXAIX | LEVIX | FXAIX / LEVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 20.776 | 14.052 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 86.2M | 678,654% |
| Annual Yield % from dividends | 1.31 | 1.08 | 122% |
| Returns for 1 year | 33.63 | -29.76 | -113% |
| Returns for 3 years | 37.19 | -52.42 | -71% |
| Returns for 5 years | 104.21 | -38.56 | -270% |
| Returns for 10 years | 212.82 | -23.84 | -893% |
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