LZUOX
Price
$18.00
Change
+$0.14 (+0.78%)
Updated
Sep 11 closing price
Net Assets
75.28M
VFINX
Price
$708.03
Change
+$6.07 (+0.86%)
Updated
Sep 11 closing price
Net Assets
1.76T
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LZUOX vs VFINX

LZUOX vs VFINX Comparison Chart in %
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LZUOX vs. VFINX commentary
Sep 12, 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 Buy and VFINX is a Buy.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.76T vs. LZUOX (75.3M). VFINX pays higher dividends than LZUOX: VFINX (0.94) vs LZUOX (0.31). LZUOX was incepted earlier than VFINX: LZUOX (22 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 : 15.25 vs. LZUOX (-0.66). VFINX return over 5 years is better than : 70.38 vs. LZUOX (14.20).
LZUOXVFINXLZUOX / VFINX
Total Expense Ratio0.950.14679%
Annual Report Gross Expense Ratio1.360.14971%
Fund Existence22 years50 years-
Gain YTD6.26111.09756%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets75.3M1.76T0%
Annual Yield % from dividends0.310.9433%
Returns for 1 year-0.6615.25-4%
Returns for 3 years24.5570.2435%
Returns for 5 years14.2070.3820%
Returns for 10 years67.88258.2826%
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