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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$15.19
Change+$0.24 (+1.61%)
VolumeN/A
Net Assets74.9M
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
LZUOX vs VTSMX Comparison Chart
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LZUOX vs. VTSMX commentary
Apr 25, 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: 1.7T vs. LZUOX (74.9M). VTSMX pays higher dividends than LZUOX: VTSMX (1.25) vs LZUOX (0.53). LZUOX was incepted earlier than VTSMX: LZUOX (20 years) vs VTSMX (33 years). LZUOX (1.38) is less costly to investors than VTSMX (0.14). 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 : 3.51 vs. LZUOX (-7.47). VTSMX return over 5 years is better than : 83.68 vs. LZUOX (43.76).
| LZUOX | VTSMX | LZUOX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.38 | 0.14 | 986% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -9.831 | -10.527 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.9M | 1.7T | 0% |
| Annual Yield % from dividends | 0.53 | 1.25 | 42% |
| Returns for 1 year | -7.47 | 3.51 | -213% |
| Returns for 3 years | 4.01 | 21.32 | 19% |
| Returns for 5 years | 43.76 | 83.68 | 52% |
| Returns for 10 years | 24.42 | 144.72 | 17% |
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