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LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$11.18
Change+$0.10 (+0.90%)
VolumeN/A
Net Assets40.74M
Vanguard Total Stock Mkt Idx Instl Pls
Price$267.88
Change+$1.78 (+0.67%)
VolumeN/A
Net Assets1.72T
LEVOX vs VSMPX Comparison Chart
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LEVOX vs. VSMPX commentary
Jun 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. LEVOX (40.7M). VSMPX pays higher dividends than LEVOX: VSMPX (1.29) vs LEVOX (0.25). LEVOX was incepted earlier than VSMPX: LEVOX (20 years) vs VSMPX (10 years). LEVOX (1.11) is less costly to investors than VSMPX (0.02). LEVOX is a more actively managed with annual turnover of: 146.00 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 : 12.00 vs. LEVOX (-56.63). VSMPX return over 5 years is better than : 85.36 vs. LEVOX (-76.70).
| LEVOX | VSMPX | LEVOX / VSMPX | |
| Total Expense Ratio | 1.10 | 0.02 | 5,500% |
| Annual Report Gross Expense Ratio | 1.11 | 0.02 | 5,550% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -8.883 | 0.607 | -1,464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.72T | 0% |
| Annual Yield % from dividends | 0.25 | 1.29 | 19% |
| Returns for 1 year | -56.63 | 12.00 | -472% |
| Returns for 3 years | -78.39 | 41.98 | -187% |
| Returns for 5 years | -76.70 | 85.36 | -90% |
| Returns for 10 years | -73.57 | 169.24 | -43% |
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