LEVIX
Price
$9.53
Change
-$0.39 (-3.93%)
Updated
Dec 18 closing price
VFFSX
Price
$288.09
Change
-$8.75 (-2.95%)
Updated
Dec 18 closing price
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LEVIX vs VFFSX

Header iconLEVIX vs VFFSX Comparison
Open Charts LEVIX vs VFFSXBanner chart's image
Lazard US Equity Concentrated Instl
Price$9.53
Change-$0.39 (-3.93%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
LEVIX vs VFFSX Comparison Chart
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LEVIX vs. VFFSX 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 LEVIX is a Hold and VFFSX is a StrongBuy.

FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. LEVIX (73.4M). VFFSX pays higher dividends than LEVIX: VFFSX (1.33) vs LEVIX (1.08). LEVIX was incepted earlier than VFFSX: LEVIX (19 years) vs VFFSX (8 years). 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 : 27.66 vs. LEVIX (-33.71). VFFSX return over 5 years is better than : 88.73 vs. LEVIX (-39.60).
LEVIXVFFSXLEVIX / VFFSX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years8 years-
Gain YTD16.15927.33059%
Front LoadN/AN/A-
Min. Initial Investment1000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets73.4M1.37T0%
Annual Yield % from dividends1.081.3381%
Returns for 1 year-33.7127.66-122%
Returns for 3 years-53.3331.05-172%
Returns for 5 years-39.6088.73-45%
Returns for 10 years-29.19N/A-
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