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FXAIX vs LEVOX
FXAIX vs LEVOX Comparison
Open Charts FXAIX vs LEVOX
Lazard US Equity Concentrated Open
Price$9.92
Change-$0.02 (-0.20%)
VolumeN/A
CapitalizationN/A
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FXAIX vs LEVOX Comparison Chart
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FXAIX vs. LEVOX commentary
Sep 21, 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 Buy and LEVOX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. LEVOX (86.2M). FXAIX pays higher dividends than LEVOX: FXAIX (1.31) vs LEVOX (0.82). FXAIX was incepted earlier than LEVOX: FXAIX (13 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 : 33.63 vs. LEVOX (-29.28). FXAIX return over 5 years is better than : 104.21 vs. LEVOX (-38.46).
| FXAIX | LEVOX | FXAIX / LEVOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 20.776 | 13.892 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 86.2M | 678,654% |
| Annual Yield % from dividends | 1.31 | 0.82 | 161% |
| Returns for 1 year | 33.63 | -29.28 | -115% |
| Returns for 3 years | 37.19 | -52.24 | -71% |
| Returns for 5 years | 104.21 | -38.46 | -271% |
| Returns for 10 years | 212.82 | -23.94 | -889% |
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