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LZUOX vs VFINX
LZUOX vs VFINX Comparison
Open Charts LZUOX vs VFINX
LZUOX vs VFINX Comparison Chart in %
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LZUOX vs. VFINX commentary
Jun 03, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.6T vs. LZUOX (77.8M). VFINX pays higher dividends than LZUOX: VFINX (0.93) vs LZUOX (0.32). LZUOX was incepted earlier than VFINX: LZUOX (21 years) vs VFINX (50 years). LZUOX (1.36) is less costly to investors than VFINX (0.14). LZUOX is a more actively managed with annual turnover of: 31.00 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 : 28.07 vs. LZUOX (7.26). VFINX return over 5 years is better than : 81.37 vs. LZUOX (17.71).
| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 21 years | 50 years | - |
| Gain YTD | 5.546 | 11.192 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.8M | 1.6T | 0% |
| Annual Yield % from dividends | 0.32 | 0.93 | 35% |
| Returns for 1 year | 7.26 | 28.07 | 26% |
| Returns for 3 years | 26.95 | 77.57 | 35% |
| Returns for 5 years | 17.71 | 81.37 | 22% |
| Returns for 10 years | 66.75 | 262.13 | 25% |
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