Interact to see
Advertisement
Advertisement
LEVOX vs VITSX
LEVOX vs VITSX Comparison
Open Charts LEVOX vs VITSX
Lazard US Equity Concentrated Open
Price$12.39
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets37.83M
Vanguard Total Stock Market Idx I
Price$158.35
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
LEVOX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LEVOX vs. VITSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.05T vs. LEVOX (37.8M). VITSX pays higher dividends than LEVOX: VITSX (1.12) vs LEVOX (0.23). 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 : 10.80 vs. LEVOX (-57.87). VITSX return over 5 years is better than : 77.65 vs. LEVOX (-76.50).
| 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 | 0.978 | 11.964 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 21% |
| Returns for 1 year | -57.87 | 10.80 | -536% |
| Returns for 3 years | -74.14 | 63.87 | -116% |
| Returns for 5 years | -76.50 | 77.65 | -99% |
| Returns for 10 years | -70.79 | 214.37 | -33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement