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LEVOX vs VTSMX
LEVOX vs VTSMX Comparison
Open Charts LEVOX vs VTSMX
Lazard US Equity Concentrated Open
Price$12.39
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets37.83M
Vanguard Total Stock Mkt Idx I
Price$158.28
Change+$0.53 (+0.34%)
VolumeN/A
Net Assets2.05T
LEVOX vs VTSMX Comparison Chart in %
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LEVOX vs. VTSMX commentary
Nov 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LEVOX (37.8M). VTSMX pays higher dividends than LEVOX: VTSMX (1.02) vs LEVOX (0.23). LEVOX was incepted earlier than VTSMX: LEVOX (20 years) vs VTSMX (34 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 : 10.79 vs. LEVOX (-57.87). VTSMX return over 5 years is better than : 77.62 vs. LEVOX (-76.50).
| 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 | 34 years | - |
| Gain YTD | 0.978 | 11.948 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.23 | 1.02 | 23% |
| Returns for 1 year | -57.87 | 10.79 | -536% |
| Returns for 3 years | -74.14 | 63.83 | -116% |
| Returns for 5 years | -76.50 | 77.62 | -99% |
| Returns for 10 years | -70.79 | 213.77 | -33% |
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