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LEVOX vs VITSX
LEVOX vs VITSX Comparison
Open Charts LEVOX vs VITSX
Lazard US Equity Concentrated Open
Price$4.18
Change-$0.11 (-2.56%)
VolumeN/A
Net Assets61.13M
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
LEVOX vs VITSX Comparison Chart
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LEVOX vs. VITSX 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 LEVOX is a Hold and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. LEVOX (61.1M). VITSX pays higher dividends than LEVOX: VITSX (1.36) vs LEVOX (0.82). LEVOX was incepted earlier than VITSX: LEVOX (19 years) vs VITSX (28 years). LEVOX is a more actively managed with annual turnover of: 81.00 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 : 17.61 vs. LEVOX (-52.06). VITSX return over 5 years is better than : 74.84 vs. LEVOX (-75.88).
| LEVOX | VITSX | LEVOX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | 2.200 | 2.134 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.1M | 1.84T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | -52.06 | 17.61 | -296% |
| Returns for 3 years | -76.22 | 36.80 | -207% |
| Returns for 5 years | -75.88 | 74.84 | -101% |
| Returns for 10 years | -69.55 | 180.75 | -38% |