Ad is loading...
LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$9.69
Change-$0.40 (-3.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$8.59 (-3.14%)
VolumeN/A
CapitalizationN/A
LEVOX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LEVOX vs. VSMPX commentary
Dec 19, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. LEVOX (73.4M). VSMPX pays higher dividends than LEVOX: VSMPX (1.36) vs LEVOX (0.82). LEVOX was incepted earlier than VSMPX: LEVOX (19 years) vs VSMPX (10 years). LEVOX is a more actively managed with annual turnover of: 81.00 vs. VSMPX (2.00). LEVOX has a lower initial minimum investment than VSMPX: LEVOX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 26.92 vs. LEVOX (-33.30). VSMPX return over 5 years is better than : 84.20 vs. LEVOX (-39.53).
| LEVOX | VSMPX | LEVOX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 15.844 | 26.405 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.84T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | -33.30 | 26.92 | -124% |
| Returns for 3 years | -53.18 | 27.92 | -191% |
| Returns for 5 years | -39.53 | 84.20 | -47% |
| Returns for 10 years | -29.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...