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LEVIX vs VFFSX
LEVIX vs VFFSX Comparison
Open Charts LEVIX vs VFFSX
Lazard US Equity Concentrated Instl
Price$11.50
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets41.84M
Vanguard 500 Index Institutional Select
Price$307.28
Change+$2.59 (+0.85%)
VolumeN/A
Net Assets1.43T
LEVIX vs VFFSX Comparison Chart in %
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LEVIX vs. VFFSX commentary
Jul 07, 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 LEVIX is a StrongBuy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.43T vs. LEVIX (41.8M). VFFSX pays higher dividends than LEVIX: VFFSX (1.23) vs LEVIX (0.49). LEVIX was incepted earlier than VFFSX: LEVIX (20 years) vs VFFSX (9 years). LEVIX (0.88) is less costly to investors than VFFSX (0.01). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VFFSX (2.00). LEVIX has a lower initial minimum investment than VFFSX: LEVIX (10000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 13.52 vs. LEVIX (-56.81). VFFSX return over 5 years is better than : 100.98 vs. LEVIX (-75.43).
| LEVIX | VFFSX | LEVIX / VFFSX | |
| Total Expense Ratio | 0.85 | 0.01 | 8,500% |
| Annual Report Gross Expense Ratio | 0.88 | 0.01 | 8,800% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -1.961 | 6.811 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.43T | 0% |
| Annual Yield % from dividends | 0.49 | 1.23 | 40% |
| Returns for 1 year | -56.81 | 13.52 | -420% |
| Returns for 3 years | -76.03 | 64.43 | -118% |
| Returns for 5 years | -75.43 | 100.98 | -75% |
| Returns for 10 years | -72.19 | N/A | - |
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