LEVIX
Price
$10.89
Change
+$0.18 (+1.68%)
Updated
Jun 6 closing price
Net Assets
40.76M
VSTSX
Price
$282.92
Change
+$2.98 (+1.06%)
Updated
Jun 6 closing price
Net Assets
1.82T
Interact to see
Advertisement

LEVIX vs VSTSX

Header iconLEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSXBanner chart's image
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
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
LEVIXVSTSXLEVIX / VSTSX
Total Expense Ratio0.850.018,500%
Annual Report Gross Expense Ratio0.880.018,800%
Fund Existence20 years9 years-
Gain YTD-7.1610.839-854%
Front LoadN/AN/A-
Min. Initial Investment1000050000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets40.8M1.82T0%
Annual Yield % from dividends0.501.2939%
Returns for 1 year-57.5810.98-524%
Returns for 3 years-79.0640.43-196%
Returns for 5 years-77.7381.06-96%
Returns for 10 years-73.81N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CGIEX42.310.07
+0.17%
American Funds Intl Gr and Inc 529E
VLAIX42.320.04
+0.09%
Value Line Asset Allocation Instl
LPEFX6.50N/A
N/A
ALPS Global Opportunity Inv
OPMIX33.51N/A
N/A
Invesco Main Street Mid Cap R6
DISMX17.56-0.03
-0.17%
DFA International Small Cap Growth