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LUSIX vs VSMAX
LUSIX vs VSMAX Comparison
Open Charts LUSIX vs VSMAX
Lazard US Systematic Small Cap Eq Ins
Price$10.35
Change+$0.17 (+1.67%)
VolumeN/A
Net Assets45.94M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
LUSIX vs VSMAX Comparison Chart
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VS
VS
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. LUSIX (45.9M). VSMAX pays higher dividends than LUSIX: VSMAX (1.56) vs LUSIX (0.54). LUSIX was incepted earlier than VSMAX: LUSIX (4 years) vs VSMAX (25 years). LUSIX (1.44) is less costly to investors than VSMAX (0.05). LUSIX is a more actively managed with annual turnover of: 111.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LUSIX: VSMAX (3000) vs LUSIX (10000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. LUSIX (-1.41).
| LUSIX | VSMAX | LUSIX / VSMAX | |
| Total Expense Ratio | 0.97 | 0.05 | 1,940% |
| Annual Report Gross Expense Ratio | 1.44 | 0.05 | 2,880% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -7.175 | -8.397 | 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 | 1.56 | 35% |
| Returns for 1 year | -1.41 | -0.07 | 1,965% |
| Returns for 3 years | 25.90 | 20.37 | 127% |
| Returns for 5 years | N/A | 65.26 | - |
| Returns for 10 years | N/A | 88.31 | - |
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VS
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