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LEVIX vs VSTSX
LEVIX vs VSTSX Comparison
Open Charts LEVIX vs VSTSX
Lazard US Equity Concentrated Instl
Price$11.50
Change+$0.12 (+1.05%)
VolumeN/A
Net Assets41.84M
Vanguard Total Stock Mkt Idx Instl Sel
Price$295.41
Change+$2.52 (+0.86%)
VolumeN/A
Net Assets1.82T
LEVIX vs VSTSX Comparison Chart in %
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LEVIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. LEVIX (41.8M). VSTSX pays higher dividends than LEVIX: VSTSX (1.23) vs LEVIX (0.49). LEVIX was incepted earlier than VSTSX: LEVIX (20 years) vs VSTSX (9 years). LEVIX (0.88) is less costly to investors than VSTSX (0.01). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VSTSX (2.00). LEVIX has a lower initial minimum investment than VSTSX: LEVIX (10000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 13.91 vs. LEVIX (-56.81). VSTSX return over 5 years is better than : 95.76 vs. LEVIX (-75.43).
| LEVIX | VSTSX | LEVIX / VSTSX | |
| 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 | 6.427 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.23 | 40% |
| Returns for 1 year | -56.81 | 13.91 | -408% |
| Returns for 3 years | -76.03 | 62.21 | -122% |
| Returns for 5 years | -75.43 | 95.76 | -79% |
| Returns for 10 years | -72.19 | N/A | - |
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