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LZUOX vs VFIAX
LZUOX vs VFIAX Comparison
Open Charts LZUOX vs VFIAX
Lazard US Equity Focus Open
Price$16.57
Change-$0.25 (-1.49%)
VolumeN/A
Net Assets93.82M
Vanguard 500 Index Admiral
Price$540.91
Change-$9.64 (-1.75%)
VolumeN/A
Net Assets1.41T
LZUOX vs VFIAX Comparison Chart
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LZUOX vs. VFIAX commentary
Mar 04, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. LZUOX (93.8M). 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 : 15.96 vs. LZUOX (1.68). VFIAX return over 5 years is better than : 90.18 vs. LZUOX (42.93).
| 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 | -0.060 | 1.435 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 1.41T | 0% |
| Annual Yield % from dividends | 0.57 | 1.32 | 43% |
| Returns for 1 year | 1.68 | 15.96 | 11% |
| Returns for 3 years | 13.35 | 37.60 | 35% |
| Returns for 5 years | 42.93 | 90.18 | 48% |
| Returns for 10 years | 40.57 | 187.44 | 22% |
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