Interact to see
Advertisement
Advertisement
FSWFX vs LZSMX
FSWFX vs LZSMX Comparison
Open Charts FSWFX vs LZSMX
FSWFX vs LZSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FSWFX has more cash in the bank: 89B vs. LZSMX (20.3M). LZSMX pays higher dividends than FSWFX: LZSMX (1.40) vs FSWFX (0.84). FSWFX was incepted earlier than LZSMX: FSWFX (6 years) vs LZSMX (30 years). LZSMX (2.33) is less costly to investors than FSWFX (0.76). LZSMX is a more actively managed with annual turnover of: 160.00 vs. FSWFX (41.00). FSWFX has a lower initial minimum investment than LZSMX: FSWFX (250) vs LZSMX (2500). LZSMX annual gain was more profitable for investors over the last year : 24.60 vs. FSWFX (15.52). FSWFX return over 5 years is better than : -1.28 vs. LZSMX (-8.17).
| FSWFX | LZSMX | FSWFX / LZSMX | |
| Total Expense Ratio | 0.76 | 1.28 | 59% |
| Annual Report Gross Expense Ratio | 0.76 | 2.33 | 33% |
| Fund Existence | 6 years | 30 years | - |
| Gain YTD | 14.779 | 22.107 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89B | 20.3M | 438,424% |
| Annual Yield % from dividends | 0.84 | 1.40 | 60% |
| Returns for 1 year | 15.52 | 24.60 | 63% |
| Returns for 3 years | 41.73 | 71.18 | 59% |
| Returns for 5 years | -1.28 | -8.17 | 16% |
| Returns for 10 years | N/A | 34.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers