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LEVIX vs VSTSX
LEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSX
Lazard US Equity Concentrated Instl
Price$11.53
Change-$0.32 (-2.70%)
VolumeN/A
Net Assets40.73M
Vanguard Total Stock Mkt Idx Instl Sel
Price$304.91
Change-$1.93 (-0.63%)
VolumeN/A
Net Assets1.91T
LEVIX vs VSTSX Comparison Chart in %
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LEVIX vs. VSTSX commentary
Sep 01, 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: 1.91T vs. LEVIX (40.7M). VSTSX pays higher dividends than LEVIX: VSTSX (1.17) vs LEVIX (0.48). LEVIX was incepted earlier than VSTSX: LEVIX (20 years) vs VSTSX (9 years). LEVIX (0.83) 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 : 15.51 vs. LEVIX (-58.70). VSTSX return over 5 years is better than : 79.85 vs. LEVIX (-77.14).
| LEVIX | VSTSX | LEVIX / VSTSX | |
| Total Expense Ratio | 0.80 | 0.01 | 8,000% |
| Annual Report Gross Expense Ratio | 0.83 | 0.01 | 8,300% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -1.705 | 9.850 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.17 | 41% |
| Returns for 1 year | -58.70 | 15.51 | -378% |
| Returns for 3 years | -76.06 | 59.59 | -128% |
| Returns for 5 years | -77.14 | 79.85 | -97% |
| Returns for 10 years | -70.51 | N/A | - |
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