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LEVIX vs VFFSX
LEVIX vs VFFSX Comparison
Open Charts LEVIX vs VFFSX
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).
| LEVIX | VFFSX | LEVIX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 16.159 | 27.330 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.37T | 0% |
| Annual Yield % from dividends | 1.08 | 1.33 | 81% |
| Returns for 1 year | -33.71 | 27.66 | -122% |
| Returns for 3 years | -53.33 | 31.05 | -172% |
| Returns for 5 years | -39.60 | 88.73 | -45% |
| Returns for 10 years | -29.19 | N/A | - |
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