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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$16.75
Change-$0.22 (-1.30%)
VolumeN/A
Net Assets77.91M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LZUOX vs VTSMX Comparison Chart
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LZUOX vs. VTSMX commentary
Jun 14, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LZUOX (77.9M). VTSMX pays higher dividends than LZUOX: VTSMX (1.18) vs LZUOX (0.51). LZUOX was incepted earlier than VTSMX: LZUOX (20 years) vs VTSMX (33 years). LZUOX (1.31) is less costly to investors than VTSMX (0.14). LZUOX is a more actively managed with annual turnover of: 22.00 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 : 11.36 vs. LZUOX (0.39). VTSMX return over 5 years is better than : 93.63 vs. LZUOX (50.72).
| LZUOX | VTSMX | LZUOX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.31 | 0.14 | 936% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 1.025 | 2.548 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.51 | 1.18 | 43% |
| Returns for 1 year | 0.39 | 11.36 | 3% |
| Returns for 3 years | 31.48 | 59.46 | 53% |
| Returns for 5 years | 50.72 | 93.63 | 54% |
| Returns for 10 years | 38.96 | 182.22 | 21% |
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