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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$3.76
Change+$0.01 (+0.27%)
VolumeN/A
Net Assets46.76M
FXAIX vs LEVOX Comparison Chart
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FXAIX vs. LEVOX commentary
May 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 Buy and LEVOX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. LEVOX (46.8M). FXAIX pays higher dividends than LEVOX: FXAIX (1.34) vs LEVOX (0.25). FXAIX was incepted earlier than LEVOX: FXAIX (14 years) vs LEVOX (20 years). LEVOX (1.11) is less costly to investors than FXAIX (0.01). LEVOX is a more actively managed with annual turnover of: 146.00 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 : 13.10 vs. LEVOX (-57.61). FXAIX return over 5 years is better than : 116.74 vs. LEVOX (-74.78).
| FXAIX | LEVOX | FXAIX / LEVOX | |
| Total Expense Ratio | 0.01 | 1.10 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.11 | 1% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 1.498 | -8.068 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 46.8M | 1,269,231% |
| Annual Yield % from dividends | 1.34 | 0.25 | 534% |
| Returns for 1 year | 13.10 | -57.61 | -23% |
| Returns for 3 years | 59.34 | -76.99 | -77% |
| Returns for 5 years | 116.74 | -74.78 | -156% |
| Returns for 10 years | 205.44 | -72.98 | -282% |
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