Interact to see
Advertisement
Advertisement
LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$13.42
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets36.29M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
LEVOX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LEVOX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. LEVOX (36.3M). 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 : 14.43 vs. LEVOX (6.51). VSMPX return over 5 years is better than : 76.89 vs. LEVOX (-74.93).
| 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 | 9.372 | 17.382 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 2.06T | 0% |
| Annual Yield % from dividends | 0.23 | 1.12 | 20% |
| Returns for 1 year | 6.51 | 14.43 | 45% |
| Returns for 3 years | -70.08 | 78.10 | -90% |
| Returns for 5 years | -74.93 | 76.89 | -97% |
| Returns for 10 years | -67.71 | 225.09 | -30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement