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LEVIX vs VSMPX
LEVIX vs VSMPX Comparison
Open Charts LEVIX vs VSMPX
Lazard US Equity Concentrated Instl
Price$11.50
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets41.84M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
LEVIX vs VSMPX Comparison Chart in %
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LEVIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LEVIX (41.8M). VSMPX pays higher dividends than LEVIX: VSMPX (1.22) vs LEVIX (0.49). LEVIX was incepted earlier than VSMPX: LEVIX (20 years) vs VSMPX (10 years). LEVIX (0.88) 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 : 13.90 vs. LEVIX (-56.81). VSMPX return over 5 years is better than : 95.69 vs. LEVIX (-75.43).
| LEVIX | VSMPX | LEVIX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 0.88 | 0.02 | 4,400% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -1.961 | 6.426 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.22 | 40% |
| Returns for 1 year | -56.81 | 13.90 | -409% |
| Returns for 3 years | -76.03 | 62.17 | -122% |
| Returns for 5 years | -75.43 | 95.69 | -79% |
| Returns for 10 years | -72.19 | 189.21 | -38% |
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