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LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$12.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.1M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
LEVOX vs VSMPX Comparison Chart in %
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LEVOX vs. VSMPX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. LEVOX (41.1M). VSMPX pays higher dividends than LEVOX: VSMPX (1.20) vs LEVOX (0.23). LEVOX was incepted earlier than VSMPX: LEVOX (20 years) vs VSMPX (10 years). LEVOX (1.06) 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 : 16.22 vs. LEVOX (-56.69). VSMPX return over 5 years is better than : 85.90 vs. LEVOX (-75.46).
| LEVOX | VSMPX | LEVOX / VSMPX | |
| Total Expense Ratio | 1.05 | 0.02 | 5,250% |
| Annual Report Gross Expense Ratio | 1.06 | 0.02 | 5,300% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -1.059 | 9.284 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.20 | 20% |
| Returns for 1 year | -56.69 | 16.22 | -349% |
| Returns for 3 years | -77.71 | 46.86 | -166% |
| Returns for 5 years | -75.46 | 85.90 | -88% |
| Returns for 10 years | -71.52 | 193.56 | -37% |
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