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LEVIX vs VITSX
LEVIX vs VITSX Comparison
Open Charts LEVIX vs VITSX
Lazard US Equity Concentrated Instl
Price$3.28
Change+$0.37 (+12.71%)
VolumeN/A
Net Assets40.04M
Vanguard Total Stock Market Idx I
Price$129.89
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
LEVIX vs VITSX Comparison Chart
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LEVIX vs. VITSX 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. LEVIX (40M). VITSX pays higher dividends than LEVIX: VITSX (1.36) vs LEVIX (0.51). LEVIX was incepted earlier than VITSX: LEVIX (20 years) vs VITSX (28 years). LEVIX (0.76) is less costly to investors than VITSX (0.03). LEVIX is a more actively managed with annual turnover of: 81.00 vs. VITSX (2.00). LEVIX has a lower initial minimum investment than VITSX: LEVIX (10000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : -5.42 vs. LEVIX (-66.62). VITSX return over 5 years is better than : 75.44 vs. LEVIX (-79.37).
| LEVIX | VITSX | LEVIX / VITSX | |
| Total Expense Ratio | 0.76 | 0.03 | 2,533% |
| Annual Report Gross Expense Ratio | 0.76 | 0.03 | 2,533% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | -25.575 | -15.904 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 1.7T | 0% |
| Annual Yield % from dividends | 0.51 | 1.36 | 37% |
| Returns for 1 year | -66.62 | -5.42 | 1,230% |
| Returns for 3 years | -83.91 | 8.75 | -959% |
| Returns for 5 years | -79.37 | 75.44 | -105% |
| Returns for 10 years | -78.52 | 131.99 | -59% |
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