Ad is loading...
FXAIX vs LEVIX
FXAIX vs LEVIX Comparison
Open Charts FXAIX vs LEVIX
Lazard US Equity Concentrated Instl
Price$9.53
Change-$0.39 (-3.93%)
VolumeN/A
CapitalizationN/A
FXAIX vs LEVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. LEVIX commentary
Dec 19, 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 StrongBuy and LEVIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. LEVIX (73.4M). 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 : 29.40 vs. LEVIX (-33.71). FXAIX return over 5 years is better than : 104.23 vs. LEVIX (-39.60).
| 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 | 28.550 | 16.159 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 73.4M | 861,035% |
| Annual Yield % from dividends | 1.31 | 1.08 | 122% |
| Returns for 1 year | 29.40 | -33.71 | -87% |
| Returns for 3 years | 37.14 | -53.33 | -70% |
| Returns for 5 years | 104.23 | -39.60 | -263% |
| Returns for 10 years | 217.91 | -29.19 | -746% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CVFYX | 15.59 | N/A | N/A |
| Pioneer Disciplined Value Y | |||
| RNPAX | 62.29 | -0.15 | -0.24% |
| American Funds New Perspective R1 | |||
| IRSEX | 15.68 | -0.05 | -0.32% |
| Delaware Real Estate Securities R6 | |||
| HCPCX | 55.04 | -0.22 | -0.40% |
| Hartford Capital Appreciation HLS IC | |||
| WFDDX | 29.10 | -0.24 | -0.82% |
| Allspring SMID Cap Growth Fund -Cl Admin | |||