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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$12.68
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets40.82M
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. LEVIX (40.8M). VTSMX pays higher dividends than LEVIX: VTSMX (1.02) vs LEVIX (0.48). 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 : 13.42 vs. LEVIX (-56.89). VTSMX return over 5 years is better than : 83.98 vs. LEVIX (-75.91).
| 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 | 8.099 | 15.972 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.48 | 1.02 | 47% |
| Returns for 1 year | -56.89 | 13.42 | -424% |
| Returns for 3 years | -73.53 | 68.22 | -108% |
| Returns for 5 years | -75.91 | 83.98 | -90% |
| Returns for 10 years | -69.18 | 235.40 | -29% |
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