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LEVOX vs VITSX
LEVOX vs VITSX Comparison
Open Charts LEVOX vs VITSX
Lazard US Equity Concentrated Open
Price$12.33
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets40.48M
Vanguard Total Stock Market Idx I
Price$159.28
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
LEVOX vs VITSX Comparison Chart in %
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LEVOX vs. VITSX commentary
Sep 29, 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 Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.95T vs. LEVOX (40.5M). VITSX pays higher dividends than LEVOX: VITSX (1.17) vs LEVOX (0.24). LEVOX was incepted earlier than VITSX: LEVOX (20 years) vs VITSX (28 years). LEVOX (1.06) is less costly to investors than VITSX (0.03). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VITSX (2.00). LEVOX has a lower initial minimum investment than VITSX: LEVOX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 15.64 vs. LEVOX (-58.49). VITSX return over 5 years is better than : 96.60 vs. LEVOX (-74.96).
| LEVOX | VITSX | LEVOX / VITSX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.06 | 0.03 | 3,533% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 0.489 | 12.977 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.24 | 1.17 | 20% |
| Returns for 1 year | -58.49 | 15.64 | -374% |
| Returns for 3 years | -72.20 | 80.32 | -90% |
| Returns for 5 years | -74.96 | 96.60 | -78% |
| Returns for 10 years | -68.41 | 250.75 | -27% |