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LEVIX vs VSTSX
LEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSX
Lazard US Equity Concentrated Instl
Price$9.53
Change-$0.39 (-3.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
LEVIX vs VSTSX Comparison Chart
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LEVIX vs. VSTSX commentary
Dec 19, 2024
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 Hold and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. LEVIX (73.4M). VSTSX pays higher dividends than LEVIX: VSTSX (1.36) vs LEVIX (1.08). LEVIX was incepted earlier than VSTSX: LEVIX (19 years) vs VSTSX (8 years). LEVIX is a more actively managed with annual turnover of: 81.00 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 : 26.94 vs. LEVIX (-33.71). VSTSX return over 5 years is better than : 84.26 vs. LEVIX (-39.60).
| LEVIX | VSTSX | LEVIX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 16.159 | 26.417 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.36 | 79% |
| Returns for 1 year | -33.71 | 26.94 | -125% |
| Returns for 3 years | -53.33 | 27.95 | -191% |
| Returns for 5 years | -39.60 | 84.26 | -47% |
| Returns for 10 years | -29.19 | N/A | - |
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