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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$12.29
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets42M
FXAIX vs LEVOX Comparison Chart in %
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FXAIX vs. LEVOX commentary
Jul 27, 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: 666B vs. LEVOX (42M). FXAIX pays higher dividends than LEVOX: FXAIX (1.20) vs LEVOX (0.24). FXAIX was incepted earlier than LEVOX: FXAIX (14 years) vs LEVOX (20 years). LEVOX (1.06) 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 : 19.88 vs. LEVOX (-53.57). FXAIX return over 5 years is better than : 114.10 vs. LEVOX (-74.58).
| FXAIX | LEVOX | FXAIX / LEVOX | |
| Total Expense Ratio | 0.01 | 1.05 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.06 | 1% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 9.386 | 0.163 | 5,758% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 42M | 1,585,714% |
| Annual Yield % from dividends | 1.20 | 0.24 | 503% |
| Returns for 1 year | 19.88 | -53.57 | -37% |
| Returns for 3 years | 70.40 | -75.49 | -93% |
| Returns for 5 years | 114.10 | -74.58 | -153% |
| Returns for 10 years | 235.25 | -70.87 | -332% |
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