Ad is loading...
FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$4.30
Change+$0.04 (+0.94%)
VolumeN/A
Net Assets62.89M
FXAIX vs LEVOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. LEVOX 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 LEVOX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. LEVOX (62.9M). FXAIX pays higher dividends than LEVOX: FXAIX (1.31) vs LEVOX (0.82). FXAIX was incepted earlier than LEVOX: FXAIX (14 years) vs LEVOX (19 years). LEVOX is a more actively managed with annual turnover of: 81.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than LEVOX: FXAIX (0) vs LEVOX (2500). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. LEVOX (-49.77). FXAIX return over 5 years is better than : 94.81 vs. LEVOX (-75.28).
| FXAIX | LEVOX | FXAIX / LEVOX | |
| 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 | 5.134 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 62.9M | 984,102% |
| Annual Yield % from dividends | 1.31 | 0.82 | 161% |
| Returns for 1 year | 27.15 | -49.77 | -55% |
| Returns for 3 years | 37.22 | -76.86 | -48% |
| Returns for 5 years | 94.81 | -75.28 | -126% |
| Returns for 10 years | 222.48 | -67.18 | -331% |
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 % |
| CAFFX | 43.47 | 0.36 | +0.84% |
| American Funds AMCAP 529F1 | |||
| FSHCX | 105.03 | 0.51 | +0.49% |
| Fidelity Select Health Care Svcs Port | |||
| OSMCX | 30.99 | 0.13 | +0.42% |
| Invesco International Small-Mid Com C | |||
| SNOCX | 31.28 | 0.02 | +0.06% |
| Easterly Snow Long/Short Opportunity C | |||
| INFCX | 13.84 | -0.03 | -0.22% |
| ALPS/Kotak India ESG C | |||