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LEVIX vs VSMPX
LEVIX vs VSMPX Comparison
Open Charts LEVIX vs VSMPX
Lazard US Equity Concentrated Instl
Price$10.89
Change+$0.18 (+1.68%)
VolumeN/A
Net Assets40.76M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
LEVIX vs VSMPX Comparison Chart
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LEVIX vs. VSMPX commentary
Jun 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LEVIX (40.8M). VSMPX pays higher dividends than LEVIX: VSMPX (1.29) vs LEVIX (0.50). LEVIX was incepted earlier than VSMPX: LEVIX (20 years) vs VSMPX (10 years). LEVIX (0.88) 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 : 10.97 vs. LEVIX (-57.58). VSMPX return over 5 years is better than : 81.02 vs. LEVIX (-77.73).
| LEVIX | VSMPX | LEVIX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 0.88 | 0.02 | 4,400% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -7.161 | 0.837 | -855% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.50 | 1.29 | 39% |
| Returns for 1 year | -57.58 | 10.97 | -525% |
| Returns for 3 years | -79.06 | 40.40 | -196% |
| Returns for 5 years | -77.73 | 81.02 | -96% |
| Returns for 10 years | -73.81 | 171.64 | -43% |
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