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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$3.76
Change+$0.01 (+0.27%)
VolumeN/A
Net Assets46.76M
Vanguard Total Stock Mkt Idx Adm
Price$139.61
Change-$2.47 (-1.74%)
VolumeN/A
Net Assets1.72T
LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. LEVOX (46.8M). VTSAX pays higher dividends than LEVOX: VTSAX (1.36) vs LEVOX (0.25). LEVOX was incepted earlier than VTSAX: LEVOX (20 years) vs VTSAX (25 years). LEVOX (1.11) 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 : 11.10 vs. LEVOX (-57.61). VTSAX return over 5 years is better than : 96.34 vs. LEVOX (-74.78).
| LEVOX | VTSAX | LEVOX / VTSAX | |
| Total Expense Ratio | 1.10 | 0.04 | 2,750% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 2,775% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -8.068 | 0.776 | -1,039% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 1.72T | 0% |
| Annual Yield % from dividends | 0.25 | 1.36 | 18% |
| Returns for 1 year | -57.61 | 11.10 | -519% |
| Returns for 3 years | -76.99 | 49.89 | -154% |
| Returns for 5 years | -74.78 | 96.34 | -78% |
| Returns for 10 years | -72.98 | 175.17 | -42% |
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