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LEVIX vs VSTSX
LEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSX
Lazard US Equity Concentrated Instl
Price$10.89
Change+$0.18 (+1.68%)
VolumeN/A
Net Assets40.76M
Vanguard Total Stock Mkt Idx Instl Sel
Price$282.92
Change+$2.98 (+1.06%)
VolumeN/A
Net Assets1.82T
LEVIX vs VSTSX Comparison Chart
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LEVIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. LEVIX (40.8M). VSTSX pays higher dividends than LEVIX: VSTSX (1.29) vs LEVIX (0.50). LEVIX was incepted earlier than VSTSX: LEVIX (20 years) vs VSTSX (9 years). LEVIX (0.88) is less costly to investors than VSTSX (0.01). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VSTSX (2.00). LEVIX has a lower initial minimum investment than VSTSX: LEVIX (10000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 10.98 vs. LEVIX (-57.58). VSTSX return over 5 years is better than : 81.06 vs. LEVIX (-77.73).
| LEVIX | VSTSX | LEVIX / VSTSX | |
| Total Expense Ratio | 0.85 | 0.01 | 8,500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.01 | 8,800% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -7.161 | 0.839 | -854% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 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 | 10.98 | -524% |
| Returns for 3 years | -79.06 | 40.43 | -196% |
| Returns for 5 years | -77.73 | 81.06 | -96% |
| Returns for 10 years | -73.81 | N/A | - |
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