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LZUOX vs VFINX
LZUOX vs VFINX Comparison
Open Charts LZUOX vs VFINX
Lazard US Equity Focus Open
Price$15.43
Change+$1.33 (+9.43%)
VolumeN/A
Net Assets71.18M
Vanguard 500 Index Investor
Price$503.65
Change+$43.77 (+9.52%)
VolumeN/A
Net Assets1.32T
LZUOX vs VFINX Comparison Chart
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LZUOX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. LZUOX (71.2M). VFINX pays higher dividends than LZUOX: VFINX (1.24) vs LZUOX (0.53). LZUOX was incepted earlier than VFINX: LZUOX (20 years) vs VFINX (49 years). LZUOX (1.38) is less costly to investors than VFINX (0.14). 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 : -4.34 vs. LZUOX (-14.16). VFINX return over 5 years is better than : 78.65 vs. LZUOX (37.79).
| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.38 | 0.14 | 986% |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | -14.958 | -15.272 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.32T | 0% |
| Annual Yield % from dividends | 0.53 | 1.24 | 42% |
| Returns for 1 year | -14.16 | -4.34 | 326% |
| Returns for 3 years | -6.08 | 11.08 | -55% |
| Returns for 5 years | 37.79 | 78.65 | 48% |
| Returns for 10 years | 17.16 | 137.41 | 12% |
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