Interact to see
Advertisement
Advertisement
LEVIX vs VFFSX
LEVIX vs VFFSX Comparison
Open Charts LEVIX vs VFFSX
Lazard US Equity Concentrated Instl
Price$11.29
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets41.24M
Vanguard 500 Index Institutional Select
Price$302.93
Change+$1.59 (+0.53%)
VolumeN/A
Net Assets1.43T
LEVIX vs VFFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LEVIX vs. VFFSX commentary
Jun 28, 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 LEVIX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.43T vs. LEVIX (41.2M). VFFSX pays higher dividends than LEVIX: VFFSX (1.29) vs LEVIX (0.50). LEVIX was incepted earlier than VFFSX: LEVIX (20 years) vs VFFSX (9 years). LEVIX (0.88) is less costly to investors than VFFSX (0.01). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VFFSX (2.00). LEVIX has a lower initial minimum investment than VFFSX: LEVIX (10000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 12.05 vs. LEVIX (-57.16). VFFSX return over 5 years is better than : 105.09 vs. LEVIX (-74.94).
| LEVIX | VFFSX | LEVIX / VFFSX | |
| Total Expense Ratio | 0.85 | 0.01 | 8,500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.01 | 8,800% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -3.836 | 4.738 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.2M | 1.43T | 0% |
| Annual Yield % from dividends | 0.50 | 1.29 | 39% |
| Returns for 1 year | -57.16 | 12.05 | -474% |
| Returns for 3 years | -76.38 | 61.45 | -124% |
| Returns for 5 years | -74.94 | 105.09 | -71% |
| Returns for 10 years | -72.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement