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LEVOX vs VFFSX
LEVOX vs VFFSX Comparison
Open Charts LEVOX vs VFFSX
Lazard US Equity Concentrated Open
Price$9.71
Change-$0.17 (-1.72%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$287.61
Change-$3.81 (-1.31%)
VolumeN/A
CapitalizationN/A
LEVOX vs VFFSX Comparison Chart
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LEVOX vs. VFFSX commentary
Nov 18, 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 Buy and VFFSX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.28T vs. LEVOX (75.9M). VFFSX pays higher dividends than LEVOX: VFFSX (1.33) vs LEVOX (0.82). LEVOX was incepted earlier than VFFSX: LEVOX (19 years) vs VFFSX (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 : 30.25 vs. LEVOX (-32.22). VFFSX return over 5 years is better than : 88.20 vs. LEVOX (-39.90).
| 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 | 11.481 | 23.371 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.9M | 1.28T | 0% |
| Annual Yield % from dividends | 0.82 | 1.33 | 61% |
| Returns for 1 year | -32.22 | 30.25 | -107% |
| Returns for 3 years | -56.11 | 24.99 | -225% |
| Returns for 5 years | -39.90 | 88.20 | -45% |
| Returns for 10 years | -30.16 | N/A | - |
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