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LZCOX vs VSMAX
LZCOX vs VSMAX Comparison
Open Charts LZCOX vs VSMAX
Lazard US Small Cap Equity Select Open
Price$12.40
Change+$0.21 (+1.72%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
LZCOX vs VSMAX Comparison Chart
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LZCOX vs. VSMAX commentary
Nov 23, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. LZCOX (41M). VSMAX pays higher dividends than LZCOX: VSMAX (1.42) vs LZCOX (0.00). LZCOX was incepted earlier than VSMAX: LZCOX (28 years) vs VSMAX (24 years). LZCOX is a more actively managed with annual turnover of: 53.00 vs. VSMAX (12.00). LZCOX has a lower initial minimum investment than VSMAX: LZCOX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 34.52 vs. LZCOX (14.60). VSMAX return over 5 years is better than : 63.57 vs. LZCOX (-1.11).
| LZCOX | VSMAX | LZCOX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 12.319 | 21.100 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 14.60 | 34.52 | 42% |
| Returns for 3 years | -21.26 | 12.56 | -169% |
| Returns for 5 years | -1.11 | 63.57 | -2% |
| Returns for 10 years | -23.44 | 130.29 | -18% |
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