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LEVOX vs VSMPX
LEVOX vs VSMPX Comparison
Open Charts LEVOX vs VSMPX
Lazard US Equity Concentrated Open
Price$12.02
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets41.84M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
LEVOX vs VSMPX Comparison Chart in %
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LEVOX vs. VSMPX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LEVOX (41.8M). VSMPX pays higher dividends than LEVOX: VSMPX (1.22) vs LEVOX (0.24). LEVOX was incepted earlier than VSMPX: LEVOX (20 years) vs VSMPX (10 years). LEVOX (1.11) 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 : 13.90 vs. LEVOX (-55.74). VSMPX return over 5 years is better than : 95.69 vs. LEVOX (-74.59).
| LEVOX | VSMPX | LEVOX / VSMPX | |
| Total Expense Ratio | 1.10 | 0.02 | 5,500% |
| Annual Report Gross Expense Ratio | 1.11 | 0.02 | 5,550% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -2.037 | 6.426 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.24 | 1.22 | 19% |
| Returns for 1 year | -55.74 | 13.90 | -401% |
| Returns for 3 years | -75.22 | 62.17 | -121% |
| Returns for 5 years | -74.59 | 95.69 | -78% |
| Returns for 10 years | -71.22 | 189.21 | -38% |
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