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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$4.18
Change-$0.11 (-2.56%)
VolumeN/A
Net Assets61.13M
FXAIX vs LEVOX Comparison Chart
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FXAIX vs. LEVOX commentary
Feb 23, 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 StrongBuy and LEVOX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. LEVOX (61.1M). 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 : 19.81 vs. LEVOX (-52.06). FXAIX return over 5 years is better than : 94.76 vs. LEVOX (-75.88).
| 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 | 2.419 | 2.200 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 61.1M | 1,045,827% |
| Annual Yield % from dividends | 1.31 | 0.82 | 161% |
| Returns for 1 year | 19.81 | -52.06 | -38% |
| Returns for 3 years | 46.26 | -76.22 | -61% |
| Returns for 5 years | 94.76 | -75.88 | -125% |
| Returns for 10 years | 208.81 | -69.55 | -300% |
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