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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$9.74
Change-$0.03 (-0.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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LEVIX vs VTSAX Comparison Chart
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LEVIX vs. VTSAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LEVIX (86.2M). 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 : 31.56 vs. LEVIX (-29.76). VTSAX return over 5 years is better than : 85.68 vs. LEVIX (-38.56).
| 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 | 14.052 | 18.645 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.2M | 1.72T | 0% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | -29.76 | 31.56 | -94% |
| Returns for 3 years | -52.42 | 25.35 | -207% |
| Returns for 5 years | -38.56 | 85.68 | -45% |
| Returns for 10 years | -23.84 | 188.32 | -13% |
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