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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$17.86
Change+$0.09 (+0.51%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.34
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
LZUOX vs VTSMX Comparison Chart
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LZUOX vs. VTSMX commentary
Nov 23, 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 StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. LZUOX (95.1M). VTSMX pays higher dividends than LZUOX: VTSMX (1.26) vs LZUOX (0.57). LZUOX was incepted earlier than VTSMX: LZUOX (20 years) vs VTSMX (33 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 : 31.17 vs. LZUOX (20.32). VTSMX return over 5 years is better than : 87.20 vs. LZUOX (41.67).
| LZUOX | VTSMX | LZUOX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 14.793 | 24.402 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.1M | 1.73T | 0% |
| Annual Yield % from dividends | 0.57 | 1.26 | 45% |
| Returns for 1 year | 20.32 | 31.17 | 65% |
| Returns for 3 years | 8.41 | 23.11 | 36% |
| Returns for 5 years | 41.67 | 87.20 | 48% |
| Returns for 10 years | 32.30 | 187.97 | 17% |
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