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LZUOX vs VFINX
LZUOX vs VFINX Comparison
Open Charts LZUOX vs VFINX
Lazard US Equity Focus Open
Price$17.28
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets96.86M
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
LZUOX vs VFINX Comparison Chart
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LZUOX vs. VFINX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. LZUOX (96.9M). 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 : 24.72 vs. LZUOX (11.12). VFINX return over 5 years is better than : 87.33 vs. LZUOX (43.84).
| 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 | 4.222 | 2.743 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 1.35T | 0% |
| Annual Yield % from dividends | 0.57 | 1.24 | 46% |
| Returns for 1 year | 11.12 | 24.72 | 45% |
| Returns for 3 years | 15.18 | 33.85 | 45% |
| Returns for 5 years | 43.84 | 87.33 | 50% |
| Returns for 10 years | 51.34 | 199.31 | 26% |
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