Interact to see
Advertisement
Advertisement
LEVOX vs VTSMX
LEVOX vs VTSMX Comparison
Open Charts LEVOX vs VTSMX
Lazard US Equity Concentrated Open
Price$12.26
Change+$0.09 (+0.74%)
VolumeN/A
Net Assets40.89M
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
LEVOX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LEVOX vs. VTSMX commentary
Sep 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LEVOX (40.9M). VTSMX pays higher dividends than LEVOX: VTSMX (1.07) vs LEVOX (0.24). LEVOX was incepted earlier than VTSMX: LEVOX (20 years) vs VTSMX (33 years). LEVOX (1.06) is less costly to investors than VTSMX (0.14). LEVOX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). LEVOX has a lower initial minimum investment than VTSMX: LEVOX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.39 vs. LEVOX (-55.54). VTSMX return over 5 years is better than : 87.04 vs. LEVOX (-75.17).
| LEVOX | VTSMX | LEVOX / VTSMX | |
| Total Expense Ratio | 1.05 | 0.14 | 750% |
| Annual Report Gross Expense Ratio | 1.06 | 0.14 | 757% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -0.082 | 10.614 | -1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 1.95T | 0% |
| Annual Yield % from dividends | 0.24 | 1.07 | 22% |
| Returns for 1 year | -55.54 | 20.39 | -272% |
| Returns for 3 years | -75.45 | 57.19 | -132% |
| Returns for 5 years | -75.17 | 87.04 | -86% |
| Returns for 10 years | -69.94 | 226.23 | -31% |