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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$9.69
Change-$0.40 (-3.96%)
VolumeN/A
CapitalizationN/A
FXAIX vs LEVOX Comparison Chart
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FXAIX vs. LEVOX commentary
Dec 19, 2024
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: 632B vs. LEVOX (73.4M). 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 : 29.40 vs. LEVOX (-33.30). FXAIX return over 5 years is better than : 104.23 vs. LEVOX (-39.53).
| 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 | 28.550 | 15.844 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 73.4M | 861,035% |
| Annual Yield % from dividends | 1.31 | 0.82 | 161% |
| Returns for 1 year | 29.40 | -33.30 | -88% |
| Returns for 3 years | 37.14 | -53.18 | -70% |
| Returns for 5 years | 104.23 | -39.53 | -264% |
| Returns for 10 years | 217.91 | -29.27 | -745% |
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