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LUSOX vs NAESX
LUSOX vs NAESX Comparison
Open Charts LUSOX vs NAESX
Lazard US Systematic Small Cap Eq Open
Price$9.59
Change+$0.05 (+0.52%)
VolumeN/A
Net Assets43.2M
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
LUSOX vs NAESX Comparison Chart
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. LUSOX (43.2M). NAESX pays higher dividends than LUSOX: NAESX (1.39) vs LUSOX (0.26). LUSOX was incepted earlier than NAESX: LUSOX (3 years) vs NAESX (65 years). LUSOX (4.66) is less costly to investors than NAESX (0.17). 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 annual gain was more profitable for investors over the last year : -2.42 vs. LUSOX (-3.78).
| LUSOX | NAESX | LUSOX / NAESX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 4.66 | 0.17 | 2,741% |
| Fund Existence | 3 years | 65 years | - |
| Gain YTD | -14.145 | -14.464 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.2M | 143B | 0% |
| Annual Yield % from dividends | 0.26 | 1.39 | 19% |
| Returns for 1 year | -3.78 | -2.42 | 156% |
| Returns for 3 years | 5.43 | 0.49 | 1,115% |
| Returns for 5 years | N/A | 66.71 | - |
| Returns for 10 years | N/A | 73.20 | - |
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