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LZUOX vs VFINX
LZUOX vs VFINX Comparison
Open Charts LZUOX vs VFINX
Lazard US Equity Focus Open
Price$16.68
Change-$0.83 (-4.74%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
LZUOX vs VFINX Comparison Chart
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LZUOX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. LZUOX (88.7M). VFINX pays higher dividends than LZUOX: VFINX (1.24) vs LZUOX (0.57). LZUOX was incepted earlier than VFINX: LZUOX (20 years) vs VFINX (48 years). LZUOX is a more actively managed with annual turnover of: 38.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than LZUOX: VFINX (0) vs LZUOX (2500). VFINX annual gain was more profitable for investors over the last year : 25.40 vs. LZUOX (9.08). VFINX return over 5 years is better than : 84.83 vs. LZUOX (41.37).
| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 48 years | - |
| Gain YTD | 8.303 | 24.763 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.7M | 1.37T | 0% |
| Annual Yield % from dividends | 0.57 | 1.24 | 46% |
| Returns for 1 year | 9.08 | 25.40 | 36% |
| Returns for 3 years | 4.17 | 28.04 | 15% |
| Returns for 5 years | 41.37 | 84.83 | 49% |
| Returns for 10 years | 39.03 | 186.19 | 21% |
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