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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$9.53
Change-$0.39 (-3.93%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LEVIX vs VTSAX Comparison Chart
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LEVIX vs. VTSAX commentary
Dec 19, 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LEVIX (73.4M). 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 : 26.91 vs. LEVIX (-33.71). VTSAX return over 5 years is better than : 84.17 vs. LEVIX (-39.60).
| 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 | 16.159 | 26.390 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | -33.71 | 26.91 | -125% |
| Returns for 3 years | -53.33 | 27.89 | -191% |
| Returns for 5 years | -39.60 | 84.17 | -47% |
| Returns for 10 years | -29.19 | 192.77 | -15% |
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