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LEVOX vs VTSAX
LEVOX vs VTSAX Comparison
Open Charts LEVOX vs VTSAX
Lazard US Equity Concentrated Open
Price$12.64
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets40.78M
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
LEVOX vs VTSAX Comparison Chart in %
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LEVOX vs. VTSAX commentary
Oct 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. LEVOX (40.8M). VTSAX pays higher dividends than LEVOX: VTSAX (1.13) vs LEVOX (0.23). LEVOX was incepted earlier than VTSAX: LEVOX (20 years) vs VTSAX (25 years). LEVOX (1.06) is less costly to investors than VTSAX (0.04). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VTSAX (2.00). LEVOX has a lower initial minimum investment than VTSAX: LEVOX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. LEVOX (-58.90). VTSAX return over 5 years is better than : 84.90 vs. LEVOX (-75.61).
| LEVOX | VTSAX | LEVOX / VTSAX | |
| Total Expense Ratio | 1.05 | 0.04 | 2,625% |
| Annual Report Gross Expense Ratio | 1.06 | 0.04 | 2,650% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 3.015 | 13.023 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 2.02T | 0% |
| Annual Yield % from dividends | 0.23 | 1.13 | 21% |
| Returns for 1 year | -58.90 | 13.81 | -427% |
| Returns for 3 years | -71.83 | 76.08 | -94% |
| Returns for 5 years | -75.61 | 84.90 | -89% |
| Returns for 10 years | -70.06 | 225.85 | -31% |
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