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LEVOX vs VSTSX
LEVOX vs VSTSX Comparison
Open Charts LEVOX vs VSTSX
Lazard US Equity Concentrated Open
Price$3.76
Change+$0.01 (+0.27%)
VolumeN/A
Net Assets46.76M
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.93
Change-$4.86 (-1.74%)
VolumeN/A
Net Assets1.72T
LEVOX vs VSTSX Comparison Chart
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LEVOX vs. VSTSX commentary
May 22, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. LEVOX (46.8M). VSTSX pays higher dividends than LEVOX: VSTSX (1.38) vs LEVOX (0.25). LEVOX was incepted earlier than VSTSX: LEVOX (20 years) vs VSTSX (9 years). LEVOX (1.11) is less costly to investors than VSTSX (0.01). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VSTSX (2.00). LEVOX has a lower initial minimum investment than VSTSX: LEVOX (2500) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.12 vs. LEVOX (-57.61). VSTSX return over 5 years is better than : 96.47 vs. LEVOX (-74.78).
| LEVOX | VSTSX | LEVOX / VSTSX | |
| Total Expense Ratio | 1.10 | 0.01 | 11,000% |
| Annual Report Gross Expense Ratio | 1.11 | 0.01 | 11,100% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -8.068 | 0.785 | -1,028% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 1.72T | 0% |
| Annual Yield % from dividends | 0.25 | 1.38 | 18% |
| Returns for 1 year | -57.61 | 11.12 | -518% |
| Returns for 3 years | -76.99 | 49.97 | -154% |
| Returns for 5 years | -74.78 | 96.47 | -78% |
| Returns for 10 years | -72.98 | N/A | - |
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