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LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$14.13
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets37.71M
Vanguard Total Stock Mkt Idx Instl Pls
Price$312.33
Change+$0.98 (+0.31%)
VolumeN/A
Net Assets2.06T
LEVOX vs VSMPX Comparison Chart in %
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LEVOX vs. VSMPX commentary
Jan 17, 2026
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: 2.06T vs. LEVOX (37.7M). VSMPX pays higher dividends than LEVOX: VSMPX (1.13) vs LEVOX (0.00). 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 : 16.54 vs. LEVOX (12.14). VSMPX return over 5 years is better than : 74.26 vs. LEVOX (-74.10).
| 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 | 6.081 | 2.005 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.13 | - |
| Returns for 1 year | 12.14 | 16.54 | 73% |
| Returns for 3 years | -70.30 | 71.52 | -98% |
| Returns for 5 years | -74.10 | 74.26 | -100% |
| Returns for 10 years | -63.21 | 260.60 | -24% |
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