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LUSOX vs NAESX
LUSOX vs NAESX Comparison
Open Charts LUSOX vs NAESX
Lazard US Systematic Small Cap Eq Open
Price$11.46
Change-$0.42 (-3.54%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
LUSOX vs NAESX Comparison Chart
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. LUSOX (62.2M). NAESX pays higher dividends than LUSOX: NAESX (1.31) vs LUSOX (0.11). LUSOX was incepted earlier than NAESX: LUSOX (3 years) vs NAESX (64 years). LUSOX is a more actively managed with annual turnover of: 110.00 vs. NAESX (12.00). LUSOX has a lower initial minimum investment than NAESX: LUSOX (2500) vs NAESX (3000). NAESX (19.54) and LUSOX (18.82) have marching annual gain over last year.
| LUSOX | NAESX | LUSOX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 3 years | 64 years | - |
| Gain YTD | 16.471 | 17.994 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.2M | 167B | 0% |
| Annual Yield % from dividends | 0.11 | 1.31 | 8% |
| Returns for 1 year | 18.82 | 19.54 | 96% |
| Returns for 3 years | 22.04 | 15.71 | 140% |
| Returns for 5 years | N/A | 53.79 | - |
| Returns for 10 years | N/A | 124.30 | - |
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