Interact to see
Advertisement
Advertisement
LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$12.86
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets36.29M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
LEVIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LEVIX vs. VTSAX commentary
Dec 26, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. LEVIX (36.3M). VTSAX pays higher dividends than LEVIX: VTSAX (1.11) vs LEVIX (0.47). LEVIX was incepted earlier than VTSAX: LEVIX (20 years) vs VTSAX (25 years). LEVIX (0.83) is less costly to investors than VTSAX (0.04). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LEVIX: VTSAX (3000) vs LEVIX (10000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. LEVIX (6.63). VTSAX return over 5 years is better than : 76.83 vs. LEVIX (-75.70).
| LEVIX | VTSAX | LEVIX / VTSAX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.83 | 0.04 | 2,075% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 9.633 | 17.379 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 2.06T | 0% |
| Annual Yield % from dividends | 0.47 | 1.11 | 42% |
| Returns for 1 year | 6.63 | 14.43 | 46% |
| Returns for 3 years | -71.01 | 78.05 | -91% |
| Returns for 5 years | -75.70 | 76.83 | -99% |
| Returns for 10 years | -68.70 | 235.67 | -29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement