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LEVOX vs VITSX
LEVOX vs VITSX Comparison
Open Charts LEVOX vs VITSX
Lazard US Equity Concentrated Open
Price$9.92
Change-$0.02 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Market Idx I
Price$136.99
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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LEVOX vs VITSX Comparison Chart
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LEVOX vs. VITSX commentary
Sep 21, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.72T vs. LEVOX (86.2M). VITSX pays higher dividends than LEVOX: VITSX (1.36) vs LEVOX (0.82). LEVOX was incepted earlier than VITSX: LEVOX (19 years) vs VITSX (27 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 : 31.57 vs. LEVOX (-29.28). VITSX return over 5 years is better than : 85.68 vs. LEVOX (-38.46).
| LEVOX | VITSX | LEVOX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | 13.892 | 18.651 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | -29.28 | 31.57 | -93% |
| Returns for 3 years | -52.24 | 25.36 | -206% |
| Returns for 5 years | -38.46 | 85.68 | -45% |
| Returns for 10 years | -23.94 | 188.34 | -13% |
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