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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$3.47
Change+$0.11 (+3.27%)
VolumeN/A
Net Assets43.75M
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
LEVOX vs VTSAX Comparison Chart
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LEVOX vs. VTSAX commentary
Apr 25, 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: 1.7T vs. LEVOX (43.8M). VTSAX pays higher dividends than LEVOX: VTSAX (1.35) vs LEVOX (0.25). LEVOX was incepted earlier than VTSAX: LEVOX (20 years) vs VTSAX (24 years). LEVOX (1.03) is less costly to investors than VTSAX (0.04). 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 : 5.27 vs. LEVOX (-59.27). VTSAX return over 5 years is better than : 86.80 vs. LEVOX (-75.90).
| LEVOX | VTSAX | LEVOX / VTSAX | |
| Total Expense Ratio | 1.03 | 0.04 | 2,575% |
| Annual Report Gross Expense Ratio | 1.03 | 0.04 | 2,575% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -15.159 | -9.019 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.25 | 1.35 | 18% |
| Returns for 1 year | -59.27 | 5.27 | -1,124% |
| Returns for 3 years | -80.72 | 22.59 | -357% |
| Returns for 5 years | -75.90 | 86.80 | -87% |
| Returns for 10 years | -74.62 | 150.71 | -50% |
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