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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$17.62
Change-$0.09 (-0.51%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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LZUOX vs VTSMX Comparison Chart
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LZUOX vs. VTSMX commentary
Sep 21, 2024
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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. LZUOX (93.8M). VTSMX pays higher dividends than LZUOX: VTSMX (1.26) vs LZUOX (0.57). LZUOX was incepted earlier than VTSMX: LZUOX (20 years) vs VTSMX (32 years). LZUOX is a more actively managed with annual turnover of: 38.00 vs. VTSMX (2.00). LZUOX has a lower initial minimum investment than VTSMX: LZUOX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. LZUOX (20.76). VTSMX return over 5 years is better than : 82.93 vs. LZUOX (43.56).
| LZUOX | VTSMX | LZUOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 32 years | - |
| Gain YTD | 12.726 | 16.884 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.8M | 1.72T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | 20.76 | 25.89 | 80% |
| Returns for 3 years | 11.15 | 21.33 | 52% |
| Returns for 5 years | 43.56 | 82.93 | 53% |
| Returns for 10 years | 35.29 | 178.97 | 20% |
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