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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$3.28
Change+$0.37 (+12.71%)
VolumeN/A
Net Assets40.04M
Vanguard Total Stock Mkt Idx Adm
Price$129.87
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
LEVIX vs VTSAX Comparison Chart
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LEVIX vs. VTSAX commentary
Apr 11, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. LEVIX (40M). VTSAX pays higher dividends than LEVIX: VTSAX (1.35) vs LEVIX (0.51). LEVIX was incepted earlier than VTSAX: LEVIX (20 years) vs VTSAX (24 years). LEVIX (0.76) is less costly to investors than VTSAX (0.04). LEVIX is a more actively managed with annual turnover of: 81.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LEVIX: VTSAX (3000) vs LEVIX (10000). VTSAX annual gain was more profitable for investors over the last year : -5.42 vs. LEVIX (-66.62). VTSAX return over 5 years is better than : 75.44 vs. LEVIX (-79.37).
| LEVIX | VTSAX | LEVIX / VTSAX | |
| Total Expense Ratio | 0.76 | 0.04 | 1,900% |
| Annual Report Gross Expense Ratio | 0.76 | 0.04 | 1,900% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -25.575 | -15.906 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40M | 1.7T | 0% |
| Annual Yield % from dividends | 0.51 | 1.35 | 38% |
| Returns for 1 year | -66.62 | -5.42 | 1,230% |
| Returns for 3 years | -83.91 | 8.75 | -959% |
| Returns for 5 years | -79.37 | 75.44 | -105% |
| Returns for 10 years | -78.52 | 132.04 | -59% |
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