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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$3.31
Change-$0.31 (-8.56%)
VolumeN/A
Net Assets48.17M
FXAIX vs LEVOX Comparison Chart
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FXAIX vs. LEVOX commentary
Apr 04, 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 Hold and LEVOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. LEVOX (48.2M). 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 : 10.29 vs. LEVOX (-59.23). FXAIX return over 5 years is better than : 146.07 vs. LEVOX (-71.35).
| 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 | -3.262 | -11.491 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 48.2M | 1,240,664% |
| Annual Yield % from dividends | 1.30 | 0.25 | 524% |
| Returns for 1 year | 10.29 | -59.23 | -17% |
| Returns for 3 years | 29.57 | -80.50 | -37% |
| Returns for 5 years | 146.07 | -71.35 | -205% |
| Returns for 10 years | 197.24 | -73.44 | -269% |
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