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FSWFX vs LZISX
FSWFX vs LZISX Comparison
Open Charts FSWFX vs LZISX
FSWFX vs LZISX Comparison Chart in %
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FSWFX vs. LZISX commentary
Sep 13, 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 FSWFX is a Buy and LZISX is a Hold.
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 91.4B vs. LZISX (18.8M). LZISX pays higher dividends than FSWFX: LZISX (1.11) vs FSWFX (0.82). FSWFX was incepted earlier than LZISX: FSWFX (6 years) vs LZISX (33 years). LZISX (2.17) is less costly to investors than FSWFX (0.76). LZISX is a more actively managed with annual turnover of: 160.00 vs. FSWFX (41.00). FSWFX has a lower initial minimum investment than LZISX: FSWFX (250) vs LZISX (10000). LZISX annual gain was more profitable for investors over the last year : 16.48 vs. FSWFX (9.28). FSWFX return over 5 years is better than : -8.01 vs. LZISX (-15.59).
| FSWFX | LZISX | FSWFX / LZISX | |
| Total Expense Ratio | 0.76 | 1.03 | 74% |
| Annual Report Gross Expense Ratio | 0.76 | 2.17 | 35% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 12.495 | 16.997 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.4B | 18.8M | 486,170% |
| Annual Yield % from dividends | 0.82 | 1.11 | 74% |
| Returns for 1 year | 9.28 | 16.48 | 56% |
| Returns for 3 years | 38.59 | 64.45 | 60% |
| Returns for 5 years | -8.01 | -15.59 | 51% |
| Returns for 10 years | N/A | 33.79 | - |
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