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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$9.71
Change-$0.17 (-1.72%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
Nov 18, 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 Buy and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. LEVOX (75.9M). VTSAX pays higher dividends than LEVOX: VTSAX (1.35) vs LEVOX (0.82). LEVOX was incepted earlier than VTSAX: LEVOX (19 years) vs VTSAX (24 years). 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 : 30.54 vs. LEVOX (-32.22). VTSAX return over 5 years is better than : 83.75 vs. LEVOX (-39.90).
| LEVOX | VTSAX | LEVOX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 11.481 | 22.422 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.9M | 1.73T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 60% |
| Returns for 1 year | -32.22 | 30.54 | -105% |
| Returns for 3 years | -56.11 | 19.92 | -282% |
| Returns for 5 years | -39.90 | 83.75 | -48% |
| Returns for 10 years | -30.16 | 186.74 | -16% |
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