LEVIX
Price
$11.65
Change
+$0.02 (+0.17%)
Updated
Sep 5 closing price
Net Assets
40.62M
VTSMX
Price
$155.50
Change
-$0.31 (-0.20%)
Updated
Sep 5 closing price
Net Assets
1.95T
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LEVIX vs VTSMX

Header iconLEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMXBanner 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 I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LEVIX (40.6M). VTSMX pays higher dividends than LEVIX: VTSMX (1.07) vs LEVIX (0.48). LEVIX was incepted earlier than VTSMX: LEVIX (20 years) vs VTSMX (33 years). LEVIX (0.83) is less costly to investors than VTSMX (0.14). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LEVIX: VTSMX (3000) vs LEVIX (10000). VTSMX annual gain was more profitable for investors over the last year : 18.03 vs. LEVIX (-58.00). VTSMX return over 5 years is better than : 84.94 vs. LEVIX (-76.22).
LEVIXVTSMXLEVIX / VTSMX
Total Expense Ratio0.800.14571%
Annual Report Gross Expense Ratio0.830.14593%
Fund Existence20 years33 years-
Gain YTD-0.68210.330-7%
Front LoadN/AN/A-
Min. Initial Investment100003000333%
Min. Initial Investment IRAN/AN/A-
Net Assets40.6M1.95T0%
Annual Yield % from dividends0.481.0745%
Returns for 1 year-58.0018.03-322%
Returns for 3 years-75.4863.63-119%
Returns for 5 years-76.2284.94-90%
Returns for 10 years-71.03224.15-32%
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