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LUSIX vs NAESX
LUSIX vs NAESX Comparison
Open Charts LUSIX vs NAESX
Lazard US Systematic Small Cap Eq Ins
Price$10.35
Change+$0.17 (+1.67%)
VolumeN/A
Net Assets45.94M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
LUSIX vs NAESX Comparison Chart
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. LUSIX (45.9M). NAESX pays higher dividends than LUSIX: NAESX (1.43) vs LUSIX (0.54). LUSIX was incepted earlier than NAESX: LUSIX (4 years) vs NAESX (65 years). LUSIX (1.44) is less costly to investors than NAESX (0.17). LUSIX is a more actively managed with annual turnover of: 111.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than LUSIX: NAESX (3000) vs LUSIX (10000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. LUSIX (-1.41).
| LUSIX | NAESX | LUSIX / NAESX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 1.44 | 0.17 | 847% |
| Fund Existence | 4 years | 65 years | - |
| Gain YTD | -7.175 | -8.414 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.9M | 140B | 0% |
| Annual Yield % from dividends | 0.54 | 1.43 | 38% |
| Returns for 1 year | -1.41 | -0.09 | 1,552% |
| Returns for 3 years | 25.90 | 20.27 | 128% |
| Returns for 5 years | N/A | 65.08 | - |
| Returns for 10 years | N/A | 87.81 | - |
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