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LEVOX vs VFFSX
LEVOX vs VFFSX Comparison
Open Charts LEVOX vs VFFSX
Lazard US Equity Concentrated Open
Price$4.30
Change+$0.04 (+0.94%)
VolumeN/A
Net Assets62.89M
Vanguard 500 Index Institutional Select
Price$293.54
Change+$2.91 (+1.00%)
VolumeN/A
Net Assets1.35T
LEVOX vs VFFSX Comparison Chart
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LEVOX vs. VFFSX 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 LEVOX is a Hold and VFFSX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. LEVOX (62.9M). VFFSX pays higher dividends than LEVOX: VFFSX (1.33) vs LEVOX (0.82). LEVOX was incepted earlier than VFFSX: LEVOX (19 years) vs VFFSX (9 years). LEVOX is a more actively managed with annual turnover of: 81.00 vs. VFFSX (2.00). LEVOX has a lower initial minimum investment than VFFSX: LEVOX (2500) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 25.56 vs. LEVOX (-49.77). VFFSX return over 5 years is better than : 80.32 vs. LEVOX (-75.28).
| LEVOX | VFFSX | LEVOX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 5.134 | 2.012 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 1.35T | 0% |
| Annual Yield % from dividends | 0.82 | 1.33 | 61% |
| Returns for 1 year | -49.77 | 25.56 | -195% |
| Returns for 3 years | -76.86 | 31.20 | -246% |
| Returns for 5 years | -75.28 | 80.32 | -94% |
| Returns for 10 years | -67.18 | N/A | - |
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