Interact to see
Advertisement
Advertisement
LUSIX vs VSMAX
LUSIX vs VSMAX Comparison
Open Charts LUSIX vs VSMAX
Lazard US Systematic Small Cap Eq Ins
Price$10.69
Change+$0.11 (+1.04%)
VolumeN/A
Net Assets46.75M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
LUSIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LUSIX (46.8M). VSMAX pays higher dividends than LUSIX: VSMAX (1.48) vs LUSIX (0.52). LUSIX was incepted earlier than VSMAX: LUSIX (4 years) vs VSMAX (25 years). LUSIX (1.29) 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 : 5.16 vs. LUSIX (2.02).
| LUSIX | VSMAX | LUSIX / VSMAX | |
| Total Expense Ratio | 1.04 | 0.05 | 2,080% |
| Annual Report Gross Expense Ratio | 1.29 | 0.05 | 2,580% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -4.126 | -4.060 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 148B | 0% |
| Annual Yield % from dividends | 0.52 | 1.48 | 35% |
| Returns for 1 year | 2.02 | 5.16 | 39% |
| Returns for 3 years | 19.06 | 16.71 | 114% |
| Returns for 5 years | N/A | 52.39 | - |
| Returns for 10 years | N/A | 96.62 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement