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LEVIX vs VSTSX
LEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSX
Lazard US Equity Concentrated Instl
Price$11.98
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets42.26M
Vanguard Total Stock Mkt Idx Instl Sel
Price$298.30
Change+$1.93 (+0.65%)
VolumeN/A
Net Assets1.91T
LEVIX vs VSTSX Comparison Chart in %
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LEVIX vs. VSTSX commentary
Aug 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 StrongBuy and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. LEVIX (42.3M). VSTSX pays higher dividends than LEVIX: VSTSX (1.20) 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 : 20.04 vs. LEVIX (-52.94). VSTSX return over 5 years is better than : 82.85 vs. LEVIX (-75.39).
| 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 | 2.131 | 6.773 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.20 | 40% |
| Returns for 1 year | -52.94 | 20.04 | -264% |
| Returns for 3 years | -77.21 | 49.34 | -156% |
| Returns for 5 years | -75.39 | 82.85 | -91% |
| Returns for 10 years | -71.41 | N/A | - |
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