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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. LZUOX (76.8M). VFINX pays higher dividends than LZUOX: VFINX (0.97) vs LZUOX (0.32). 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 : 21.06 vs. LZUOX (3.91). VFINX return over 5 years is better than : 73.37 vs. LZUOX (15.65).
| LZUOX | VFINX | LZUOX / VFINX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.36 | 0.14 | 971% |
| Fund Existence | 22 years | 50 years | - |
| Gain YTD | 7.752 | 10.684 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.8M | 1.67T | 0% |
| Annual Yield % from dividends | 0.32 | 0.97 | 34% |
| Returns for 1 year | 3.91 | 21.06 | 19% |
| Returns for 3 years | 24.75 | 68.37 | 36% |
| Returns for 5 years | 15.65 | 73.37 | 21% |
| Returns for 10 years | 67.55 | 250.98 | 27% |
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