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LEVOX vs VITSX
LEVOX vs VITSX Comparison
Open Charts LEVOX vs VITSX
Lazard US Equity Concentrated Open
Price$3.31
Change-$0.31 (-8.56%)
VolumeN/A
Net Assets48.17M
Vanguard Total Stock Market Idx I
Price$128.50
Change-$6.88 (-5.08%)
VolumeN/A
Net Assets1.81T
LEVOX vs VITSX Comparison Chart
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LEVOX vs. VITSX commentary
Apr 04, 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 StrongBuy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.81T vs. LEVOX (48.2M). VITSX pays higher dividends than LEVOX: VITSX (1.36) vs LEVOX (0.25). LEVOX was incepted earlier than VITSX: LEVOX (20 years) vs VITSX (28 years). LEVOX (1.03) is less costly to investors than VITSX (0.03). 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 : 8.05 vs. LEVOX (-59.23). VITSX return over 5 years is better than : 126.25 vs. LEVOX (-71.35).
| LEVOX | VITSX | LEVOX / VITSX | |
| Total Expense Ratio | 1.03 | 0.03 | 3,433% |
| Annual Report Gross Expense Ratio | 1.03 | 0.03 | 3,433% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | -11.491 | -3.989 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.36 | 18% |
| Returns for 1 year | -59.23 | 8.05 | -736% |
| Returns for 3 years | -80.50 | 21.03 | -383% |
| Returns for 5 years | -71.35 | 126.25 | -57% |
| Returns for 10 years | -73.44 | 167.38 | -44% |
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