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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$11.22
Change-$0.28 (-2.43%)
VolumeN/A
Net Assets40.56M
FXAIX vs LEVOX Comparison Chart
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FXAIX vs. LEVOX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. LEVOX (40.6M). FXAIX pays higher dividends than LEVOX: FXAIX (1.26) 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 : 11.47 vs. LEVOX (-57.85). FXAIX return over 5 years is better than : 111.88 vs. LEVOX (-75.82).
| 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 | 2.225 | -8.557 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 40.6M | 1,561,576% |
| Annual Yield % from dividends | 1.26 | 0.25 | 513% |
| Returns for 1 year | 11.47 | -57.85 | -20% |
| Returns for 3 years | 67.38 | -76.27 | -88% |
| Returns for 5 years | 111.88 | -75.82 | -148% |
| Returns for 10 years | 211.56 | -73.51 | -288% |
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