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LZUOX vs VFINX
LZUOX vs VFINX Comparison
Open Charts LZUOX vs VFINX
Lazard US Equity Focus Open
Price$16.57
Change-$0.25 (-1.49%)
VolumeN/A
Net Assets93.82M
Vanguard 500 Index Investor
Price$540.90
Change-$9.65 (-1.75%)
VolumeN/A
Net Assets1.41T
LZUOX vs VFINX Comparison Chart
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LZUOX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. LZUOX (93.8M). VFINX pays higher dividends than LZUOX: VFINX (1.24) vs LZUOX (0.57). LZUOX was incepted earlier than VFINX: LZUOX (20 years) vs VFINX (49 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 : 15.95 vs. LZUOX (1.68). VFINX return over 5 years is better than : 90.19 vs. LZUOX (42.93).
| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | -0.060 | 1.420 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 1.41T | 0% |
| Annual Yield % from dividends | 0.57 | 1.24 | 46% |
| Returns for 1 year | 1.68 | 15.95 | 11% |
| Returns for 3 years | 13.35 | 37.60 | 35% |
| Returns for 5 years | 42.93 | 90.19 | 48% |
| Returns for 10 years | 40.57 | 187.49 | 22% |
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