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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$12.86
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets36.29M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. LEVIX (36.3M). VTSMX pays higher dividends than LEVIX: VTSMX (1.02) vs LEVIX (0.47). LEVIX was incepted earlier than VTSMX: LEVIX (20 years) vs VTSMX (34 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 : 14.42 vs. LEVIX (6.63). VTSMX return over 5 years is better than : 76.81 vs. LEVIX (-75.70).
| LEVIX | VTSMX | LEVIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 9.633 | 17.377 | 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 | 1.02 | 46% |
| Returns for 1 year | 6.63 | 14.42 | 46% |
| Returns for 3 years | -71.01 | 78.00 | -91% |
| Returns for 5 years | -75.70 | 76.81 | -99% |
| Returns for 10 years | -68.70 | 234.96 | -29% |
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