LEVIX
Price
$11.65
Change
+$0.02 (+0.17%)
Updated
Sep 5 closing price
Net Assets
40.62M
VTSAX
Price
$155.55
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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LEVIX vs VTSAX

Header iconLEVIX vs VTSAX Comparison
Open Charts LEVIX vs VTSAXBanner chart's image
Lazard US Equity Concentrated Instl
Price$11.65
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets40.62M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LEVIX vs VTSAX Comparison Chart in %
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LEVIX vs. VTSAX commentary
Sep 08, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. LEVIX (40.6M). 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 : 18.04 vs. LEVIX (-58.00). VTSAX return over 5 years is better than : 84.96 vs. LEVIX (-76.22).
LEVIXVTSAXLEVIX / VTSAX
Total Expense Ratio0.800.042,000%
Annual Report Gross Expense Ratio0.830.042,075%
Fund Existence20 years25 years-
Gain YTD-0.68210.346-7%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets40.6M1.95T0%
Annual Yield % from dividends0.481.1642%
Returns for 1 year-58.0018.04-322%
Returns for 3 years-75.4863.66-119%
Returns for 5 years-76.2284.96-90%
Returns for 10 years-71.03224.91-32%
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