Interact to see
Advertisement
Advertisement
LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$11.81
Change+$0.08 (+0.68%)
VolumeN/A
Net Assets40.48M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
LEVIX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LEVIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LEVIX (40.5M). 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 : 15.63 vs. LEVIX (-59.52). VTSMX return over 5 years is better than : 96.53 vs. LEVIX (-75.78).
| 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 | 33 years | - |
| Gain YTD | 0.682 | 12.949 | 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 | 1.07 | 45% |
| Returns for 1 year | -59.52 | 15.63 | -381% |
| Returns for 3 years | -73.10 | 80.25 | -91% |
| Returns for 5 years | -75.78 | 96.53 | -79% |
| Returns for 10 years | -69.47 | 249.92 | -28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement