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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$12.94
Change+$0.21 (+1.65%)
VolumeN/A
Net Assets39.47M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LEVIX (39.5M). 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 : 11.43 vs. LEVIX (-57.85). VTSMX return over 5 years is better than : 77.17 vs. LEVIX (-76.44).
| 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 | 7.843 | 15.489 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5M | 2.05T | 0% |
| Annual Yield % from dividends | 0.47 | 1.02 | 46% |
| Returns for 1 year | -57.85 | 11.43 | -506% |
| Returns for 3 years | -73.96 | 64.40 | -115% |
| Returns for 5 years | -76.44 | 77.17 | -99% |
| Returns for 10 years | -70.19 | 223.01 | -31% |
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