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LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$12.90
Change-$0.34 (-2.57%)
VolumeN/A
Net Assets40.82M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
LEVOX vs VSMPX Comparison Chart in %
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LEVOX vs. VSMPX 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 LEVOX is a Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. LEVOX (40.8M). VSMPX pays higher dividends than LEVOX: VSMPX (1.12) vs LEVOX (0.23). LEVOX was incepted earlier than VSMPX: LEVOX (20 years) vs VSMPX (11 years). LEVOX (1.06) is less costly to investors than VSMPX (0.02). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VSMPX (2.00). LEVOX has a lower initial minimum investment than VSMPX: LEVOX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. LEVOX (-55.79). VSMPX return over 5 years is better than : 84.08 vs. LEVOX (-75.07).
| LEVOX | VSMPX | LEVOX / VSMPX | |
| Total Expense Ratio | 1.05 | 0.02 | 5,250% |
| Annual Report Gross Expense Ratio | 1.06 | 0.02 | 5,300% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 7.905 | 15.994 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 20% |
| Returns for 1 year | -55.79 | 13.44 | -415% |
| Returns for 3 years | -72.62 | 68.30 | -106% |
| Returns for 5 years | -75.07 | 84.08 | -89% |
| Returns for 10 years | -68.10 | 225.48 | -30% |
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