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LEVOX vs VTSMX
LEVOX vs VTSMX Comparison
Open Charts LEVOX vs VTSMX
Lazard US Equity Concentrated Open
Price$3.31
Change-$0.31 (-8.56%)
VolumeN/A
Net Assets48.17M
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
LEVOX vs VTSMX Comparison Chart
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LEVOX vs. VTSMX commentary
Apr 04, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. LEVOX (48.2M). VTSMX pays higher dividends than LEVOX: VTSMX (1.25) vs LEVOX (0.25). LEVOX was incepted earlier than VTSMX: LEVOX (20 years) vs VTSMX (33 years). LEVOX (1.03) is less costly to investors than VTSMX (0.14). LEVOX is a more actively managed with annual turnover of: 81.00 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 : 8.05 vs. LEVOX (-59.23). VTSMX return over 5 years is better than : 126.23 vs. LEVOX (-71.35).
| LEVOX | VTSMX | LEVOX / VTSMX | |
| Total Expense Ratio | 1.03 | 0.14 | 736% |
| Annual Report Gross Expense Ratio | 1.03 | 0.14 | 736% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -11.491 | -3.986 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.2M | 1.81T | 0% |
| Annual Yield % from dividends | 0.25 | 1.25 | 20% |
| Returns for 1 year | -59.23 | 8.05 | -736% |
| Returns for 3 years | -80.50 | 21.01 | -383% |
| Returns for 5 years | -71.35 | 126.23 | -57% |
| Returns for 10 years | -73.44 | 166.80 | -44% |
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