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LEVIX vs VFFSX
LEVIX vs VFFSX Comparison
Open Charts LEVIX vs VFFSX
Lazard US Equity Concentrated Instl
Price$3.28
Change+$0.37 (+12.71%)
VolumeN/A
Net Assets40.04M
Vanguard 500 Index Institutional Select
Price$266.98
Change+$23.20 (+9.52%)
VolumeN/A
Net Assets1.32T
LEVIX vs VFFSX Comparison Chart
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LEVIX vs. VFFSX commentary
Apr 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: 1.32T vs. LEVIX (40M). VFFSX pays higher dividends than LEVIX: VFFSX (1.36) vs LEVIX (0.51). LEVIX was incepted earlier than VFFSX: LEVIX (20 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 : -4.32 vs. LEVIX (-66.62). VFFSX return over 5 years is better than : 78.75 vs. LEVIX (-79.37).
| 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 | 20 years | 9 years | - |
| Gain YTD | -25.575 | -15.269 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 1.32T | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | -66.62 | -4.32 | 1,543% |
| Returns for 3 years | -83.91 | 11.14 | -753% |
| Returns for 5 years | -79.37 | 78.75 | -101% |
| Returns for 10 years | -78.52 | N/A | - |
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