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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$12.33
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets40.48M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
LEVOX vs VTSAX Comparison Chart in %
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LEVOX vs. VTSAX commentary
Sep 29, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. LEVOX (40.5M). VTSAX pays higher dividends than LEVOX: VTSAX (1.16) vs LEVOX (0.24). 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 : 15.64 vs. LEVOX (-58.49). VTSAX return over 5 years is better than : 96.61 vs. LEVOX (-74.96).
| 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 | 0.489 | 12.971 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.24 | 1.16 | 20% |
| Returns for 1 year | -58.49 | 15.64 | -374% |
| Returns for 3 years | -72.20 | 80.33 | -90% |
| Returns for 5 years | -74.96 | 96.61 | -78% |
| Returns for 10 years | -68.41 | 250.82 | -27% |
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