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LZUOX vs VFIAX
LZUOX vs VFIAX Comparison
Open Charts LZUOX vs VFIAX
Lazard US Equity Focus Open
Price$15.43
Change+$1.33 (+9.43%)
VolumeN/A
Net Assets71.18M
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
LZUOX vs VFIAX Comparison Chart
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LZUOX vs. VFIAX commentary
Apr 10, 2025
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 LZUOX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. LZUOX (71.2M). VFIAX pays higher dividends than LZUOX: VFIAX (1.35) vs LZUOX (0.53). LZUOX was incepted earlier than VFIAX: LZUOX (20 years) vs VFIAX (24 years). LZUOX (1.38) is less costly to investors than VFIAX (0.04). LZUOX is a more actively managed with annual turnover of: 38.00 vs. VFIAX (2.00). LZUOX has a lower initial minimum investment than VFIAX: LZUOX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : -4.34 vs. LZUOX (-14.16). VFIAX return over 5 years is better than : 78.64 vs. LZUOX (37.79).
| LZUOX | VFIAX | LZUOX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.38 | 0.04 | 3,450% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -14.958 | -15.273 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.32T | 0% |
| Annual Yield % from dividends | 0.53 | 1.35 | 39% |
| Returns for 1 year | -14.16 | -4.34 | 327% |
| Returns for 3 years | -6.08 | 11.08 | -55% |
| Returns for 5 years | 37.79 | 78.64 | 48% |
| Returns for 10 years | 17.16 | 137.38 | 12% |