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LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$12.29
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets42M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
LEVOX vs VSMPX Comparison Chart in %
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LEVOX vs. VSMPX commentary
Jul 27, 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: 1.91T vs. LEVOX (42M). VSMPX pays higher dividends than LEVOX: VSMPX (1.22) vs LEVOX (0.24). 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 : 17.76 vs. LEVOX (-53.57). VSMPX return over 5 years is better than : 93.61 vs. LEVOX (-74.58).
| 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 | 0.163 | 8.298 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.22 | 19% |
| Returns for 1 year | -53.57 | 17.76 | -302% |
| Returns for 3 years | -75.49 | 60.67 | -124% |
| Returns for 5 years | -74.58 | 93.61 | -80% |
| Returns for 10 years | -70.87 | 192.09 | -37% |
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