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LEVIX vs VITSX
LEVIX vs VITSX Comparison
Open Charts LEVIX vs VITSX
Lazard US Equity Concentrated Instl
Price$12.68
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets40.82M
Vanguard Total Stock Market Idx I
Price$160.62
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
LEVIX vs VITSX Comparison Chart in %
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LEVIX vs. VITSX commentary
Nov 14, 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 Buy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.05T vs. LEVIX (40.8M). VITSX pays higher dividends than LEVIX: VITSX (1.12) vs LEVIX (0.48). LEVIX was incepted earlier than VITSX: LEVIX (20 years) vs VITSX (28 years). LEVIX (0.83) is less costly to investors than VITSX (0.03). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VITSX (2.00). LEVIX has a lower initial minimum investment than VITSX: LEVIX (10000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 13.43 vs. LEVIX (-56.89). VITSX return over 5 years is better than : 84.03 vs. LEVIX (-75.91).
| LEVIX | VITSX | LEVIX / VITSX | |
| Total Expense Ratio | 0.80 | 0.03 | 2,667% |
| Annual Report Gross Expense Ratio | 0.83 | 0.03 | 2,767% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 8.099 | 15.987 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.48 | 1.12 | 43% |
| Returns for 1 year | -56.89 | 13.43 | -424% |
| Returns for 3 years | -73.53 | 68.26 | -108% |
| Returns for 5 years | -75.91 | 84.03 | -90% |
| Returns for 10 years | -69.18 | 236.10 | -29% |
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