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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$12.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.1M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LEVOX vs VTSAX Comparison Chart in %
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LEVOX vs. VTSAX commentary
Aug 17, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. LEVOX (41.1M). VTSAX pays higher dividends than LEVOX: VTSAX (1.18) vs LEVOX (0.23). LEVOX was incepted earlier than VTSAX: LEVOX (20 years) vs VTSAX (25 years). LEVOX (1.06) is less costly to investors than VTSAX (0.04). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VTSAX (2.00). LEVOX has a lower initial minimum investment than VTSAX: LEVOX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. LEVOX (-56.69). VTSAX return over 5 years is better than : 85.86 vs. LEVOX (-75.46).
| LEVOX | VTSAX | LEVOX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -1.059 | 9.275 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.18 | 20% |
| Returns for 1 year | -56.69 | 16.22 | -349% |
| Returns for 3 years | -77.71 | 46.82 | -166% |
| Returns for 5 years | -75.46 | 85.86 | -88% |
| Returns for 10 years | -71.52 | 203.17 | -35% |
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