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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$11.29
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets41.24M
Vanguard Total Stock Mkt Idx Adm
Price$147.67
Change+$0.70 (+0.48%)
VolumeN/A
Net Assets1.82T
LEVIX vs VTSAX Comparison Chart in %
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LEVIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LEVIX (41.2M). VTSAX pays higher dividends than LEVIX: VTSAX (1.28) vs LEVIX (0.50). LEVIX was incepted earlier than VTSAX: LEVIX (20 years) vs VTSAX (25 years). LEVIX (0.88) is less costly to investors than VTSAX (0.04). LEVIX is a more actively managed with annual turnover of: 146.00 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 : 12.22 vs. LEVIX (-57.16). VTSAX return over 5 years is better than : 99.48 vs. LEVIX (-74.94).
| LEVIX | VTSAX | LEVIX / VTSAX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -3.836 | 4.245 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.2M | 1.82T | 0% |
| Annual Yield % from dividends | 0.50 | 1.28 | 39% |
| Returns for 1 year | -57.16 | 12.22 | -468% |
| Returns for 3 years | -76.38 | 58.81 | -130% |
| Returns for 5 years | -74.94 | 99.48 | -75% |
| Returns for 10 years | -72.64 | 193.21 | -38% |
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