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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$4.30
Change+$0.04 (+0.94%)
VolumeN/A
Net Assets62.89M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
Jan 19, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. LEVOX (62.9M). 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 : 25.26 vs. LEVOX (-49.77). VTSAX return over 5 years is better than : 76.10 vs. LEVOX (-75.28).
| 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 | 5.134 | 2.241 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.9M | 1.78T | 0% |
| Annual Yield % from dividends | 0.82 | 1.35 | 60% |
| Returns for 1 year | -49.77 | 25.26 | -197% |
| Returns for 3 years | -76.86 | 28.96 | -265% |
| Returns for 5 years | -75.28 | 76.10 | -99% |
| Returns for 10 years | -67.18 | 195.63 | -34% |
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