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LEVIX vs VSTSX
LEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSX
Lazard US Equity Concentrated Instl
Price$11.29
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets41.24M
Vanguard Total Stock Mkt Idx Instl Sel
Price$290.81
Change+$1.39 (+0.48%)
VolumeN/A
Net Assets1.82T
LEVIX vs VSTSX Comparison Chart in %
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LEVIX vs. VSTSX commentary
Jun 28, 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 (41.2M). 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 : 12.23 vs. LEVIX (-57.16). VSTSX return over 5 years is better than : 99.62 vs. LEVIX (-74.94).
| 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 | -3.836 | 4.254 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.50 | 1.29 | 39% |
| Returns for 1 year | -57.16 | 12.23 | -467% |
| Returns for 3 years | -76.38 | 58.90 | -130% |
| Returns for 5 years | -74.94 | 99.62 | -75% |
| Returns for 10 years | -72.64 | N/A | - |
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