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LEVOX vs VFFSX
LEVOX vs VFFSX Comparison
Open Charts LEVOX vs VFFSX
Lazard US Equity Concentrated Open
Price$9.69
Change-$0.40 (-3.96%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
LEVOX vs VFFSX Comparison Chart
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LEVOX vs. VFFSX 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 LEVOX is a Hold and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. LEVOX (73.4M). VFFSX pays higher dividends than LEVOX: VFFSX (1.33) vs LEVOX (0.82). LEVOX was incepted earlier than VFFSX: LEVOX (19 years) vs VFFSX (8 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 : 27.66 vs. LEVOX (-33.30). VFFSX return over 5 years is better than : 88.73 vs. LEVOX (-39.53).
| LEVOX | VFFSX | LEVOX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 15.844 | 27.330 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.37T | 0% |
| Annual Yield % from dividends | 0.82 | 1.33 | 61% |
| Returns for 1 year | -33.30 | 27.66 | -120% |
| Returns for 3 years | -53.18 | 31.05 | -171% |
| Returns for 5 years | -39.53 | 88.73 | -45% |
| Returns for 10 years | -29.27 | N/A | - |
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