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LEVIX vs VITSX
LEVIX vs VITSX Comparison
Open Charts LEVIX vs VITSX
Lazard US Equity Concentrated Instl
Price$11.73
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets40.34M
Vanguard Total Stock Market Idx I
Price$158.28
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
LEVIX vs VITSX Comparison Chart in %
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LEVIX vs. VITSX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. LEVIX (40.3M). VITSX pays higher dividends than LEVIX: VITSX (1.17) vs LEVIX (0.48). LEVIX was incepted earlier than VITSX: LEVIX (20 years) vs VITSX (28 years). LEVIX (0.83) is less costly to investors than VITSX (0.03). LEVIX is a more actively managed with annual turnover of: 146.00 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 : 16.06 vs. LEVIX (-59.27). VITSX return over 5 years is better than : 96.46 vs. LEVIX (-75.88).
| LEVIX | VITSX | LEVIX / VITSX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.83 | 0.03 | 2,767% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 0.256 | 12.892 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.3M | 1.95T | 0% |
| Annual Yield % from dividends | 0.48 | 1.17 | 41% |
| Returns for 1 year | -59.27 | 16.06 | -369% |
| Returns for 3 years | -73.34 | 80.01 | -92% |
| Returns for 5 years | -75.88 | 96.46 | -79% |
| Returns for 10 years | -69.78 | 250.56 | -28% |