Interact to see
Advertisement
Advertisement
LZUOX vs VFINX
LZUOX vs VFINX Comparison
Open Charts LZUOX vs VFINX
Lazard US Equity Focus Open
Price$18.08
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets80.33M
Vanguard 500 Index Investor
Price$611.61
Change-$5.05 (-0.82%)
VolumeN/A
Net Assets1.46T
LZUOX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LZUOX vs. VFINX commentary
Nov 20, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. LZUOX (80.3M). VFINX pays higher dividends than LZUOX: VFINX (1.02) vs LZUOX (0.46). LZUOX was incepted earlier than VFINX: LZUOX (21 years) vs VFINX (49 years). LZUOX (1.31) is less costly to investors than VFINX (0.14). LZUOX is a more actively managed with annual turnover of: 22.00 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 : 13.25 vs. LZUOX (2.32). VFINX return over 5 years is better than : 86.39 vs. LZUOX (39.58).
| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.31 | 0.14 | 936% |
| Fund Existence | 21 years | 49 years | - |
| Gain YTD | 9.047 | 13.636 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3M | 1.46T | 0% |
| Annual Yield % from dividends | 0.46 | 1.02 | 45% |
| Returns for 1 year | 2.32 | 13.25 | 18% |
| Returns for 3 years | 33.85 | 68.34 | 50% |
| Returns for 5 years | 39.58 | 86.39 | 46% |
| Returns for 10 years | 57.30 | 219.42 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement