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LZUOX vs VFIAX
LZUOX vs VFIAX Comparison
Open Charts LZUOX vs VFIAX
Lazard US Equity Focus Open
Price$16.68
Change-$0.83 (-4.74%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
LZUOX vs VFIAX Comparison Chart
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LZUOX vs. VFIAX commentary
Dec 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 LZUOX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. LZUOX (88.7M). VFIAX pays higher dividends than LZUOX: VFIAX (1.32) vs LZUOX (0.57). LZUOX was incepted earlier than VFIAX: LZUOX (20 years) vs VFIAX (24 years). 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 : 25.43 vs. LZUOX (9.08). VFIAX return over 5 years is better than : 84.86 vs. LZUOX (41.37).
| LZUOX | VFIAX | LZUOX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 8.303 | 24.793 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.7M | 1.37T | 0% |
| Annual Yield % from dividends | 0.57 | 1.32 | 43% |
| Returns for 1 year | 9.08 | 25.43 | 36% |
| Returns for 3 years | 4.17 | 28.07 | 15% |
| Returns for 5 years | 41.37 | 84.86 | 49% |
| Returns for 10 years | 39.03 | 186.22 | 21% |
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