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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$18.22
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets81.87M
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
LZUOX vs VTSMX Comparison Chart in %
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LZUOX vs. VTSMX commentary
Oct 07, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. LZUOX (81.9M). VTSMX pays higher dividends than LZUOX: VTSMX (1.04) vs LZUOX (0.47). LZUOX was incepted earlier than VTSMX: LZUOX (21 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 : 16.79 vs. LZUOX (3.48). VTSMX return over 5 years is better than : 89.96 vs. LZUOX (47.55).
| LZUOX | VTSMX | LZUOX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.31 | 0.14 | 936% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 9.349 | 13.963 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.9M | 2.02T | 0% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | 3.48 | 16.79 | 21% |
| Returns for 3 years | 45.80 | 81.38 | 56% |
| Returns for 5 years | 47.55 | 89.96 | 53% |
| Returns for 10 years | 58.66 | 229.85 | 26% |
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