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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$4.00
Change-$0.10 (-2.44%)
VolumeN/A
Net Assets61.13M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LEVIX vs VTSAX Comparison Chart
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LEVIX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LEVIX (61.1M). 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 : 17.60 vs. LEVIX (-53.10). VTSAX return over 5 years is better than : 74.84 vs. LEVIX (-76.49).
| 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 | 2.302 | 2.127 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.1M | 1.84T | 0% |
| Annual Yield % from dividends | 1.08 | 1.35 | 80% |
| Returns for 1 year | -53.10 | 17.60 | -302% |
| Returns for 3 years | -76.87 | 36.79 | -209% |
| Returns for 5 years | -76.49 | 74.84 | -102% |
| Returns for 10 years | -70.24 | 180.79 | -39% |
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