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LEVIX vs VTSAX
LEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAX
Lazard US Equity Concentrated Instl
Price$11.81
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets40.48M
Vanguard Total Stock Mkt Idx Adm
Price$159.25
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
LEVIX vs VTSAX Comparison Chart in %
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LEVIX vs. VTSAX commentary
Sep 28, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. LEVIX (40.5M). VTSAX pays higher dividends than LEVIX: VTSAX (1.16) vs LEVIX (0.48). 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 : 15.64 vs. LEVIX (-59.52). VTSAX return over 5 years is better than : 96.61 vs. LEVIX (-75.78).
| 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 | 0.682 | 12.971 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.5M | 1.95T | 0% |
| Annual Yield % from dividends | 0.48 | 1.16 | 42% |
| Returns for 1 year | -59.52 | 15.64 | -380% |
| Returns for 3 years | -73.10 | 80.33 | -91% |
| Returns for 5 years | -75.78 | 96.61 | -78% |
| Returns for 10 years | -69.47 | 250.82 | -28% |
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