LZIOX
Price
$21.06
Change
-$0.15 (-0.71%)
Updated
Jul 31 closing price
Net Assets
1.26B
VFWPX
Price
$173.26
Change
+$0.15 (+0.09%)
Updated
Jul 31 closing price
Net Assets
94.56B
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LZIOX vs VFWPX

LZIOX vs VFWPX Comparison Chart in %
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LZIOX vs. VFWPX commentary
Aug 03, 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 Buy and VFWPX is a Hold.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. LZIOX (1.26B). VFWPX pays higher dividends than LZIOX: VFWPX (2.56) vs LZIOX (1.86). LZIOX was incepted earlier than VFWPX: LZIOX (30 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 : 25.98 vs. LZIOX (11.36). VFWPX return over 5 years is better than : 38.69 vs. LZIOX (12.82).
LZIOXVFWPXLZIOX / VFWPX
Total Expense Ratio1.080.033,600%
Annual Report Gross Expense Ratio1.080.033,600%
Fund Existence30 years16 years-
Gain YTD10.20413.18977%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.26B94.6B1%
Annual Yield % from dividends1.862.5673%
Returns for 1 year11.3625.9844%
Returns for 3 years35.7652.5668%
Returns for 5 years12.8238.6933%
Returns for 10 years45.33101.6645%
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