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LEVIX vs VSMPX
LEVIX vs VSMPX Comparison
Open Charts LEVIX vs VSMPX
Lazard US Equity Concentrated Instl
Price$12.68
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets40.82M
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.69
Change+$0.17 (+0.06%)
VolumeN/A
Net Assets2.05T
LEVIX vs VSMPX Comparison Chart in %
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LEVIX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. LEVIX (40.8M). VSMPX pays higher dividends than LEVIX: VSMPX (1.12) vs LEVIX (0.48). LEVIX was incepted earlier than VSMPX: LEVIX (20 years) vs VSMPX (11 years). LEVIX (0.83) is less costly to investors than VSMPX (0.02). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VSMPX (2.00). LEVIX has a lower initial minimum investment than VSMPX: LEVIX (10000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. LEVIX (-56.89). VSMPX return over 5 years is better than : 84.08 vs. LEVIX (-75.91).
| LEVIX | VSMPX | LEVIX / VSMPX | |
| Total Expense Ratio | 0.80 | 0.02 | 4,000% |
| Annual Report Gross Expense Ratio | 0.83 | 0.02 | 4,150% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 8.099 | 15.994 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.48 | 1.12 | 42% |
| Returns for 1 year | -56.89 | 13.44 | -423% |
| Returns for 3 years | -73.53 | 68.30 | -108% |
| Returns for 5 years | -75.91 | 84.08 | -90% |
| Returns for 10 years | -69.18 | 225.48 | -31% |
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