Interact to see
Advertisement
Advertisement
LEVIX vs VSMPX
LEVIX vs VSMPX Comparison
Open Charts LEVIX vs VSMPX
Lazard US Equity Concentrated Instl
Price$11.98
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets42.26M
Vanguard Total Stock Mkt Idx Instl Pls
Price$284.20
Change+$1.84 (+0.65%)
VolumeN/A
Net Assets1.91T
LEVIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LEVIX vs. VSMPX commentary
Aug 07, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LEVIX (42.3M). VSMPX pays higher dividends than LEVIX: VSMPX (1.20) vs LEVIX (0.48). LEVIX was incepted earlier than VSMPX: LEVIX (20 years) vs VSMPX (10 years). LEVIX (0.83) is less costly to investors than VSMPX (0.02). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VSMPX (2.00). LEVIX has a lower initial minimum investment than VSMPX: LEVIX (10000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 20.03 vs. LEVIX (-52.94). VSMPX return over 5 years is better than : 82.79 vs. LEVIX (-75.39).
| LEVIX | VSMPX | LEVIX / VSMPX | |
| Total Expense Ratio | 0.80 | 0.02 | 4,000% |
| Annual Report Gross Expense Ratio | 0.83 | 0.02 | 4,150% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 2.131 | 6.770 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.20 | 40% |
| Returns for 1 year | -52.94 | 20.03 | -264% |
| Returns for 3 years | -77.21 | 49.30 | -157% |
| Returns for 5 years | -75.39 | 82.79 | -91% |
| Returns for 10 years | -71.41 | 189.82 | -38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement