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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$16.29
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets80.22M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
LZUOX vs VTSMX Comparison Chart
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LZUOX vs. VTSMX commentary
May 24, 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: 1.72T vs. LZUOX (80.2M). VTSMX pays higher dividends than LZUOX: VTSMX (1.26) vs LZUOX (0.54). 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 : 9.50 vs. LZUOX (-3.06). VTSMX return over 5 years is better than : 92.91 vs. LZUOX (49.61).
| 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 | -1.749 | -0.985 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.54 | 1.26 | 42% |
| Returns for 1 year | -3.06 | 9.50 | -32% |
| Returns for 3 years | 22.02 | 44.74 | 49% |
| Returns for 5 years | 49.61 | 92.91 | 53% |
| Returns for 10 years | 34.40 | 169.81 | 20% |