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LEVIX vs VSTSX
LEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSX
Lazard US Equity Concentrated Instl
Price$3.22
Change+$0.10 (+3.21%)
VolumeN/A
Net Assets42.43M
Vanguard Total Stock Mkt Idx Instl Sel
Price$252.58
Change+$4.17 (+1.68%)
VolumeN/A
Net Assets1.7T
LEVIX vs VSTSX Comparison Chart
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LEVIX vs. VSTSX commentary
Apr 25, 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: 1.7T vs. LEVIX (42.4M). VSTSX pays higher dividends than LEVIX: VSTSX (1.37) vs LEVIX (0.51). LEVIX was incepted earlier than VSTSX: LEVIX (20 years) vs VSTSX (9 years). LEVIX (0.76) is less costly to investors than VSTSX (0.01). 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 : 3.54 vs. LEVIX (-62.63). VSTSX return over 5 years is better than : 83.81 vs. LEVIX (-77.94).
| LEVIX | VSTSX | LEVIX / VSTSX | |
| Total Expense Ratio | 0.76 | 0.01 | 7,600% |
| Annual Report Gross Expense Ratio | 0.76 | 0.01 | 7,600% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -20.205 | -10.519 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4M | 1.7T | 0% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | -62.63 | 3.54 | -1,768% |
| Returns for 3 years | -82.17 | 21.41 | -384% |
| Returns for 5 years | -77.94 | 83.81 | -93% |
| Returns for 10 years | -77.00 | N/A | - |