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LEVOX vs VSTSX
LEVOX vs VSTSX Comparison
Open Charts LEVOX vs VSTSX
Lazard US Equity Concentrated Open
Price$9.92
Change-$0.02 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$269.69
Change-$0.67 (-0.25%)
VolumeN/A
CapitalizationN/A
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LEVOX vs VSTSX Comparison Chart
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LEVOX vs. VSTSX commentary
Sep 21, 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 Buy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. LEVOX (86.2M). VSTSX pays higher dividends than LEVOX: VSTSX (1.36) vs LEVOX (0.82). LEVOX was incepted earlier than VSTSX: LEVOX (19 years) vs VSTSX (8 years). LEVOX is a more actively managed with annual turnover of: 81.00 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 : 31.59 vs. LEVOX (-29.28). VSTSX return over 5 years is better than : 85.77 vs. LEVOX (-38.46).
| LEVOX | VSTSX | LEVOX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 13.892 | 18.668 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | -29.28 | 31.59 | -93% |
| Returns for 3 years | -52.24 | 25.41 | -206% |
| Returns for 5 years | -38.46 | 85.77 | -45% |
| Returns for 10 years | -23.94 | N/A | - |
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