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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$4.11
Change+$0.04 (+0.98%)
VolumeN/A
Net Assets62.89M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
LEVIX vs VTSAX Comparison Chart
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LEVIX vs. VTSAX commentary
Jan 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LEVIX (62.9M). 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 : 25.26 vs. LEVIX (-50.95). VTSAX return over 5 years is better than : 76.10 vs. LEVIX (-75.93).
| 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 | 5.115 | 2.241 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 1.78T | 0% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | -50.95 | 25.26 | -202% |
| Returns for 3 years | -77.51 | 28.96 | -268% |
| Returns for 5 years | -75.93 | 76.10 | -100% |
| Returns for 10 years | -67.95 | 195.63 | -35% |
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