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LEVOX vs VSTSX
LEVOX vs VSTSX Comparison
Open Charts LEVOX vs VSTSX
Lazard US Equity Concentrated Open
Price$3.47
Change+$0.11 (+3.27%)
VolumeN/A
Net Assets43.75M
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
LEVOX vs VSTSX Comparison Chart
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LEVOX vs. VSTSX commentary
Apr 25, 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: 1.7T vs. LEVOX (43.8M). VSTSX pays higher dividends than LEVOX: VSTSX (1.37) vs LEVOX (0.25). LEVOX was incepted earlier than VSTSX: LEVOX (20 years) vs VSTSX (9 years). LEVOX (1.03) is less costly to investors than VSTSX (0.01). 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 : 5.29 vs. LEVOX (-59.27). VSTSX return over 5 years is better than : 86.89 vs. LEVOX (-75.90).
| LEVOX | VSTSX | LEVOX / VSTSX | |
| Total Expense Ratio | 1.03 | 0.01 | 10,300% |
| Annual Report Gross Expense Ratio | 1.03 | 0.01 | 10,300% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -15.159 | -9.017 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.25 | 1.37 | 18% |
| Returns for 1 year | -59.27 | 5.29 | -1,121% |
| Returns for 3 years | -80.72 | 22.65 | -356% |
| Returns for 5 years | -75.90 | 86.89 | -87% |
| Returns for 10 years | -74.62 | N/A | - |
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