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LEVIX vs VFFSX
LEVIX vs VFFSX Comparison
Open Charts LEVIX vs VFFSX
Lazard US Equity Concentrated Instl
Price$3.48
Change-$0.13 (-3.60%)
VolumeN/A
Net Assets51.7M
Vanguard 500 Index Institutional Select
Price$275.37
Change-$7.58 (-2.68%)
VolumeN/A
Net Assets1.4T
LEVIX vs VFFSX Comparison Chart
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LEVIX vs. VFFSX commentary
Mar 11, 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: 1.4T vs. LEVIX (51.7M). VFFSX pays higher dividends than LEVIX: VFFSX (1.23) vs LEVIX (0.48). LEVIX was incepted earlier than VFFSX: LEVIX (19 years) vs VFFSX (9 years). LEVIX (0.76) is less costly to investors than VFFSX (0.01). LEVIX is a more actively managed with annual turnover of: 81.00 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 : 11.95 vs. LEVIX (-57.92). VFFSX return over 5 years is better than : 94.18 vs. LEVIX (-76.33).
| LEVIX | VFFSX | LEVIX / VFFSX | |
| Total Expense Ratio | 0.76 | 0.01 | 7,600% |
| Annual Report Gross Expense Ratio | 0.76 | 0.01 | 7,600% |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | -7.673 | -1.668 | 460% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 1.4T | 0% |
| Annual Yield % from dividends | 0.48 | 1.23 | 39% |
| Returns for 1 year | -57.92 | 11.95 | -485% |
| Returns for 3 years | -78.65 | 38.51 | -204% |
| Returns for 5 years | -76.33 | 94.18 | -81% |
| Returns for 10 years | -72.29 | N/A | - |