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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$10.89
Change+$0.18 (+1.68%)
VolumeN/A
Net Assets40.76M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
LEVIX vs VTSAX Comparison Chart
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LEVIX vs. VTSAX commentary
Jun 07, 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 (40.8M). 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 : 10.96 vs. LEVIX (-57.58). VTSAX return over 5 years is better than : 80.95 vs. LEVIX (-77.73).
| 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 | -7.161 | 0.826 | -867% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.50 | 1.28 | 39% |
| Returns for 1 year | -57.58 | 10.96 | -525% |
| Returns for 3 years | -79.06 | 40.35 | -196% |
| Returns for 5 years | -77.73 | 80.95 | -96% |
| Returns for 10 years | -73.81 | 180.53 | -41% |
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