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LUSIX vs VSMAX
LUSIX vs VSMAX Comparison
Open Charts LUSIX vs VSMAX
Lazard US Systematic Small Cap Eq Ins
Price$9.79
Change-$0.64 (-6.14%)
VolumeN/A
Net Assets47.42M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
LUSIX vs VSMAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. LUSIX (47.4M). VSMAX pays higher dividends than LUSIX: VSMAX (1.52) vs LUSIX (0.53). LUSIX was incepted earlier than VSMAX: LUSIX (3 years) vs VSMAX (24 years). LUSIX (1.44) is less costly to investors than VSMAX (0.05). LUSIX is a more actively managed with annual turnover of: 110.00 vs. VSMAX (12.00). 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 : 1.20 vs. LUSIX (-1.21).
| 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 | 3 years | 24 years | - |
| Gain YTD | -6.457 | -5.824 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.4M | 153B | 0% |
| Annual Yield % from dividends | 0.53 | 1.52 | 35% |
| Returns for 1 year | -1.21 | 1.20 | -101% |
| Returns for 3 years | 11.05 | 6.53 | 169% |
| Returns for 5 years | N/A | 115.95 | - |
| Returns for 10 years | N/A | 91.10 | - |