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LEVOX vs VTSMX
LEVOX vs VTSMX Comparison
Open Charts LEVOX vs VTSMX
Lazard US Equity Concentrated Open
Price$12.33
Change+$0.08 (+0.65%)
VolumeN/A
Net Assets40.48M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
LEVOX vs VTSMX Comparison Chart in %
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LEVOX vs. VTSMX commentary
Sep 29, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LEVOX (40.5M). VTSMX pays higher dividends than LEVOX: VTSMX (1.07) vs LEVOX (0.24). LEVOX was incepted earlier than VTSMX: LEVOX (20 years) vs VTSMX (33 years). LEVOX (1.06) is less costly to investors than VTSMX (0.14). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). LEVOX has a lower initial minimum investment than VTSMX: LEVOX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. LEVOX (-58.49). VTSMX return over 5 years is better than : 96.53 vs. LEVOX (-74.96).
| LEVOX | VTSMX | LEVOX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.06 | 0.14 | 757% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.489 | 12.949 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.24 | 1.07 | 22% |
| Returns for 1 year | -58.49 | 15.63 | -374% |
| Returns for 3 years | -72.20 | 80.25 | -90% |
| Returns for 5 years | -74.96 | 96.53 | -78% |
| Returns for 10 years | -68.41 | 249.92 | -27% |
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