LZIOX
Price
$20.58
Change
-$0.45 (-2.14%)
Updated
Jun 23 closing price
Net Assets
1.28B
VFWPX
Price
$172.07
Change
-$5.41 (-3.05%)
Updated
Jun 23 closing price
Net Assets
94.42B
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LZIOX vs VFWPX

LZIOX vs VFWPX Comparison Chart in %
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LZIOX vs. VFWPX commentary
Jun 24, 2026

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 LZIOX is a Hold and VFWPX is a Hold.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.4B vs. LZIOX (1.28B). VFWPX pays higher dividends than LZIOX: VFWPX (2.62) vs LZIOX (1.87). LZIOX was incepted earlier than VFWPX: LZIOX (29 years) vs VFWPX (16 years). LZIOX (1.08) is less costly to investors than VFWPX (0.03). LZIOX is a more actively managed with annual turnover of: 45.00 vs. VFWPX (6.00). LZIOX has a lower initial minimum investment than VFWPX: LZIOX (2500) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 31.62 vs. LZIOX (12.37). VFWPX return over 5 years is better than : 38.83 vs. LZIOX (12.34).
LZIOXVFWPXLZIOX / VFWPX
Total Expense Ratio1.080.033,600%
Annual Report Gross Expense Ratio1.080.033,600%
Fund Existence29 years16 years-
Gain YTD10.04715.94663%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.28B94.4B1%
Annual Yield % from dividends1.872.6271%
Returns for 1 year12.3731.6239%
Returns for 3 years40.4463.3764%
Returns for 5 years12.3438.8332%
Returns for 10 years52.36121.3743%
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