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LEVOX vs VITSX
LEVOX vs VITSX Comparison
Open Charts LEVOX vs VITSX
Lazard US Equity Concentrated Open
Price$13.49
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets36.48M
Vanguard Total Stock Market Idx I
Price$165.36
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
LEVOX vs VITSX Comparison Chart in %
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LEVOX vs. VITSX commentary
Dec 27, 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 LEVOX is a StrongBuy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.06T vs. LEVOX (36.5M). VITSX pays higher dividends than LEVOX: VITSX (1.11) vs LEVOX (0.23). LEVOX was incepted earlier than VITSX: LEVOX (20 years) vs VITSX (28 years). LEVOX (1.06) is less costly to investors than VITSX (0.03). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VITSX (2.00). LEVOX has a lower initial minimum investment than VITSX: LEVOX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 14.33 vs. LEVOX (7.06). VITSX return over 5 years is better than : 76.74 vs. LEVOX (-74.80).
| LEVOX | VITSX | LEVOX / VITSX | |
| Total Expense Ratio | 1.05 | 0.03 | 3,500% |
| Annual Report Gross Expense Ratio | 1.06 | 0.03 | 3,533% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | 9.943 | 17.314 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5M | 2.06T | 0% |
| Annual Yield % from dividends | 0.23 | 1.11 | 20% |
| Returns for 1 year | 7.06 | 14.33 | 49% |
| Returns for 3 years | -69.85 | 78.73 | -89% |
| Returns for 5 years | -74.80 | 76.74 | -97% |
| Returns for 10 years | -67.89 | 232.84 | -29% |
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