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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$11.22
Change-$0.28 (-2.43%)
VolumeN/A
Net Assets40.56M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
Jun 15, 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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LEVOX (40.6M). VTSAX pays higher dividends than LEVOX: VTSAX (1.28) vs LEVOX (0.25). LEVOX was incepted earlier than VTSAX: LEVOX (20 years) vs VTSAX (25 years). LEVOX (1.11) 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 : 10.07 vs. LEVOX (-57.85). VTSAX return over 5 years is better than : 91.40 vs. LEVOX (-75.82).
| LEVOX | VTSAX | LEVOX / VTSAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -8.557 | 1.365 | -627% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.28 | 19% |
| Returns for 1 year | -57.85 | 10.07 | -575% |
| Returns for 3 years | -76.27 | 57.61 | -132% |
| Returns for 5 years | -75.82 | 91.40 | -83% |
| Returns for 10 years | -73.51 | 179.53 | -41% |
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