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FXAIX vs LEVIX
FXAIX vs LEVIX Comparison
Open Charts FXAIX vs LEVIX
Lazard US Equity Concentrated Instl
Price$3.28
Change+$0.37 (+12.71%)
VolumeN/A
Net Assets40.04M
FXAIX vs LEVIX Comparison Chart
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FXAIX vs. LEVIX commentary
Apr 11, 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: 598B vs. LEVIX (40M). FXAIX pays higher dividends than LEVIX: FXAIX (1.30) vs LEVIX (0.51). FXAIX was incepted earlier than LEVIX: FXAIX (14 years) vs LEVIX (20 years). LEVIX (0.76) is less costly to investors than FXAIX (0.01). LEVIX is a more actively managed with annual turnover of: 81.00 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 : -3.10 vs. LEVIX (-66.62). FXAIX return over 5 years is better than : 92.75 vs. LEVIX (-79.37).
| FXAIX | LEVIX | FXAIX / LEVIX | |
| Total Expense Ratio | 0.01 | 0.76 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.76 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -15.000 | -25.575 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 40M | 1,495,000% |
| Annual Yield % from dividends | 1.30 | 0.51 | 256% |
| Returns for 1 year | -3.10 | -66.62 | 5% |
| Returns for 3 years | 16.20 | -83.91 | -19% |
| Returns for 5 years | 92.75 | -79.37 | -117% |
| Returns for 10 years | 159.34 | -78.52 | -203% |