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LZSMX vs RSEBX
LZSMX vs RSEBX Comparison
Open Charts LZSMX vs RSEBX
LZSMX vs RSEBX Comparison Chart in %
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LZSMX vs. RSEBX commentary
Aug 23, 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 LZSMX is a Hold and RSEBX is a Hold.
FUNDAMENTALS
Fundamentals
RSEBX has more cash in the bank: 89B vs. LZSMX (20.3M). LZSMX pays higher dividends than RSEBX: LZSMX (1.40) vs RSEBX (0.29). LZSMX was incepted earlier than RSEBX: LZSMX (30 years) vs RSEBX (12 years). LZSMX (2.33) is less costly to investors than RSEBX (1.45). LZSMX is a more actively managed with annual turnover of: 160.00 vs. RSEBX (41.00). RSEBX has a lower initial minimum investment than LZSMX: RSEBX (250) vs LZSMX (2500). LZSMX annual gain was more profitable for investors over the last year : 24.60 vs. RSEBX (14.54). RSEBX return over 5 years is better than : -5.09 vs. LZSMX (-8.17).
| LZSMX | RSEBX | LZSMX / RSEBX | |
| Total Expense Ratio | 1.28 | 1.45 | 88% |
| Annual Report Gross Expense Ratio | 2.33 | 1.45 | 161% |
| Fund Existence | 30 years | 12 years | - |
| Gain YTD | 22.107 | 14.270 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3M | 89B | 0% |
| Annual Yield % from dividends | 1.40 | 0.29 | 485% |
| Returns for 1 year | 24.60 | 14.54 | 169% |
| Returns for 3 years | 71.18 | 38.58 | 184% |
| Returns for 5 years | -8.17 | -5.09 | 161% |
| Returns for 10 years | 34.50 | 74.50 | 46% |
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