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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$3.47
Change+$0.11 (+3.27%)
VolumeN/A
Net Assets43.75M
FXAIX vs LEVOX Comparison Chart
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FXAIX vs. LEVOX commentary
Apr 25, 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 LEVOX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. LEVOX (43.8M). FXAIX pays higher dividends than LEVOX: FXAIX (1.30) vs LEVOX (0.25). FXAIX was incepted earlier than LEVOX: FXAIX (14 years) vs LEVOX (20 years). LEVOX (1.03) is less costly to investors than FXAIX (0.01). LEVOX is a more actively managed with annual turnover of: 81.00 vs. FXAIX (2.00). 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 : 7.42 vs. LEVOX (-59.27). FXAIX return over 5 years is better than : 104.55 vs. LEVOX (-75.90).
| FXAIX | LEVOX | FXAIX / LEVOX | |
| Total Expense Ratio | 0.01 | 1.03 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.03 | 1% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -8.250 | -15.159 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 43.8M | 1,365,297% |
| Annual Yield % from dividends | 1.30 | 0.25 | 524% |
| Returns for 1 year | 7.42 | -59.27 | -13% |
| Returns for 3 years | 31.00 | -80.72 | -38% |
| Returns for 5 years | 104.55 | -75.90 | -138% |
| Returns for 10 years | 178.96 | -74.62 | -240% |
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