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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$9.54
Change-$0.17 (-1.75%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LEVIX vs VTSAX Comparison Chart
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LEVIX vs. VTSAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. LEVIX (75.9M). VTSAX pays higher dividends than LEVIX: VTSAX (1.35) vs LEVIX (1.08). LEVIX was incepted earlier than VTSAX: LEVIX (19 years) vs VTSAX (24 years). 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 : 30.54 vs. LEVIX (-32.64). VTSAX return over 5 years is better than : 83.75 vs. LEVIX (-39.96).
| LEVIX | VTSAX | LEVIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 11.710 | 22.422 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.9M | 1.73T | 0% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | -32.64 | 30.54 | -107% |
| Returns for 3 years | -56.26 | 19.92 | -282% |
| Returns for 5 years | -39.96 | 83.75 | -48% |
| Returns for 10 years | -30.08 | 186.74 | -16% |
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