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LEVOX vs VSTSX
LEVOX vs VSTSX Comparison
Open Charts LEVOX vs VSTSX
Lazard US Equity Concentrated Open
Price$9.69
Change-$0.40 (-3.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
LEVOX vs VSTSX Comparison Chart
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LEVOX vs. VSTSX commentary
Dec 19, 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 Hold and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. LEVOX (73.4M). 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 : 26.94 vs. LEVOX (-33.30). VSTSX return over 5 years is better than : 84.26 vs. LEVOX (-39.53).
| 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 | 15.844 | 26.417 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.84T | 0% |
| Annual Yield % from dividends | 0.82 | 1.36 | 60% |
| Returns for 1 year | -33.30 | 26.94 | -124% |
| Returns for 3 years | -53.18 | 27.95 | -190% |
| Returns for 5 years | -39.53 | 84.26 | -47% |
| Returns for 10 years | -29.27 | N/A | - |
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