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LZCOX vs NAESX
LZCOX vs NAESX Comparison
Open Charts LZCOX vs NAESX
Lazard US Small Cap Equity Select Open
Price$11.80
Change-$0.12 (-1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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LZCOX vs NAESX Comparison Chart
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LZCOX vs. NAESX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LZCOX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. LZCOX (41.3M). NAESX pays higher dividends than LZCOX: NAESX (1.31) vs LZCOX (0.00). LZCOX was incepted earlier than NAESX: LZCOX (28 years) vs NAESX (64 years). LZCOX is a more actively managed with annual turnover of: 53.00 vs. NAESX (12.00). LZCOX has a lower initial minimum investment than NAESX: LZCOX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 25.47 vs. LZCOX (10.18). NAESX return over 5 years is better than : 53.25 vs. LZCOX (-5.14).
| LZCOX | NAESX | LZCOX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 64 years | - |
| Gain YTD | 6.884 | 10.861 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.3M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 10.18 | 25.47 | 40% |
| Returns for 3 years | -20.64 | 8.84 | -233% |
| Returns for 5 years | -5.14 | 53.25 | -10% |
| Returns for 10 years | -21.89 | 120.79 | -18% |