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LUSIX vs NAESX
LUSIX vs NAESX Comparison
Open Charts LUSIX vs NAESX
Lazard US Systematic Small Cap Eq Ins
Price$10.90
Change+$0.07 (+0.65%)
VolumeN/A
Net Assets46.75M
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
LUSIX vs NAESX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. LUSIX (46.8M). NAESX pays higher dividends than LUSIX: NAESX (1.28) vs LUSIX (0.50). LUSIX was incepted earlier than NAESX: LUSIX (4 years) vs NAESX (65 years). LUSIX (1.29) 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 : 2.40 vs. LUSIX (-2.64).
| LUSIX | NAESX | LUSIX / NAESX | |
| Total Expense Ratio | 1.04 | 0.17 | 612% |
| Annual Report Gross Expense Ratio | 1.29 | 0.17 | 759% |
| Fund Existence | 4 years | 65 years | - |
| Gain YTD | -2.242 | -0.351 | 640% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 153B | 0% |
| Annual Yield % from dividends | 0.50 | 1.28 | 39% |
| Returns for 1 year | -2.64 | 2.40 | -110% |
| Returns for 3 years | 31.49 | 34.84 | 90% |
| Returns for 5 years | N/A | 61.97 | - |
| Returns for 10 years | N/A | 103.02 | - |
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