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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$9.92
Change-$0.02 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LEVOX (86.2M). 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 : 31.56 vs. LEVOX (-29.28). VTSAX return over 5 years is better than : 85.68 vs. LEVOX (-38.46).
| 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 | 13.892 | 18.645 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 86.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 60% |
| Returns for 1 year | -29.28 | 31.56 | -93% |
| Returns for 3 years | -52.24 | 25.35 | -206% |
| Returns for 5 years | -38.46 | 85.68 | -45% |
| Returns for 10 years | -23.94 | 188.32 | -13% |
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