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LEVOX vs VTSMX
LEVOX vs VTSMX Comparison
Open Charts LEVOX vs VTSMX
Lazard US Equity Concentrated Open
Price$12.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets41.1M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LEVOX vs VTSMX Comparison Chart in %
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LEVOX vs. VTSMX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LEVOX (41.1M). VTSMX pays higher dividends than LEVOX: VTSMX (1.09) vs LEVOX (0.23). 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 : 16.21 vs. LEVOX (-56.69). VTSMX return over 5 years is better than : 85.82 vs. LEVOX (-75.46).
| 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 | -1.059 | 9.266 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.23 | 1.09 | 21% |
| Returns for 1 year | -56.69 | 16.21 | -350% |
| Returns for 3 years | -77.71 | 46.80 | -166% |
| Returns for 5 years | -75.46 | 85.82 | -88% |
| Returns for 10 years | -71.52 | 202.54 | -35% |
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