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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$11.63
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets41.1M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LEVIX (41.1M). VTSMX pays higher dividends than LEVIX: VTSMX (1.09) 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 : 16.21 vs. LEVIX (-57.75). VTSMX return over 5 years is better than : 85.82 vs. LEVIX (-76.26).
| 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 | -0.853 | 9.266 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.1M | 1.91T | 0% |
| Annual Yield % from dividends | 0.48 | 1.09 | 44% |
| Returns for 1 year | -57.75 | 16.21 | -356% |
| Returns for 3 years | -78.43 | 46.80 | -168% |
| Returns for 5 years | -76.26 | 85.82 | -89% |
| Returns for 10 years | -72.44 | 202.54 | -36% |
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