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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$9.69
Change-$0.40 (-3.96%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
Dec 19, 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. LEVOX (73.4M). 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 : 26.91 vs. LEVOX (-33.30). VTSAX return over 5 years is better than : 84.17 vs. LEVOX (-39.53).
| 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 | 15.844 | 26.390 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.84T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 60% |
| Returns for 1 year | -33.30 | 26.91 | -124% |
| Returns for 3 years | -53.18 | 27.89 | -191% |
| Returns for 5 years | -39.53 | 84.17 | -47% |
| Returns for 10 years | -29.27 | 192.77 | -15% |
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