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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$3.31
Change-$0.31 (-8.56%)
VolumeN/A
Net Assets48.17M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
Apr 04, 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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. LEVOX (48.2M). VTSAX pays higher dividends than LEVOX: VTSAX (1.35) vs LEVOX (0.25). LEVOX was incepted earlier than VTSAX: LEVOX (20 years) vs VTSAX (24 years). LEVOX (1.03) is less costly to investors than VTSAX (0.04). LEVOX is a more actively managed with annual turnover of: 81.00 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 : 8.05 vs. LEVOX (-59.23). VTSAX return over 5 years is better than : 126.25 vs. LEVOX (-71.35).
| LEVOX | VTSAX | LEVOX / VTSAX | |
| Total Expense Ratio | 1.03 | 0.04 | 2,575% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -11.491 | -3.990 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.35 | 18% |
| Returns for 1 year | -59.23 | 8.05 | -735% |
| Returns for 3 years | -80.50 | 21.03 | -383% |
| Returns for 5 years | -71.35 | 126.25 | -57% |
| Returns for 10 years | -73.44 | 167.38 | -44% |