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LZUOX vs VITSX
LZUOX vs VITSX Comparison
Open Charts LZUOX vs VITSX
Lazard US Equity Focus Open
Price$15.43
Change+$1.33 (+9.43%)
VolumeN/A
Net Assets71.18M
Vanguard Total Stock Market Idx I
Price$129.89
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
LZUOX vs VITSX Comparison Chart
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LZUOX vs. VITSX commentary
Apr 10, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. LZUOX (71.2M). VITSX pays higher dividends than LZUOX: VITSX (1.36) vs LZUOX (0.53). LZUOX was incepted earlier than VITSX: LZUOX (20 years) vs VITSX (28 years). LZUOX (1.38) is less costly to investors than VITSX (0.03). LZUOX is a more actively managed with annual turnover of: 38.00 vs. VITSX (2.00). LZUOX has a lower initial minimum investment than VITSX: LZUOX (2500) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : -5.42 vs. LZUOX (-14.16). VITSX return over 5 years is better than : 75.44 vs. LZUOX (37.79).
| LZUOX | VITSX | LZUOX / VITSX | |
| Total Expense Ratio | 0.95 | 0.03 | 3,167% |
| Annual Report Gross Expense Ratio | 1.38 | 0.03 | 4,600% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | -14.958 | -15.904 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 71.2M | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.36 | 39% |
| Returns for 1 year | -14.16 | -5.42 | 261% |
| Returns for 3 years | -6.08 | 8.75 | -69% |
| Returns for 5 years | 37.79 | 75.44 | 50% |
| Returns for 10 years | 17.16 | 131.99 | 13% |
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