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LZUSX vs VFIAX
LZUSX vs VFIAX Comparison
Open Charts LZUSX vs VFIAX
Lazard US Equity Focus Instl
Price$16.83
Change-$0.29 (-1.69%)
VolumeN/A
Net Assets94.44M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
LZUSX vs VFIAX Comparison Chart
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LZUSX vs. VFIAX commentary
Feb 23, 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 LZUSX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. LZUSX (94.4M). VFIAX pays higher dividends than LZUSX: VFIAX (1.32) vs LZUSX (0.80). LZUSX was incepted earlier than VFIAX: LZUSX (20 years) vs VFIAX (24 years). LZUSX is a more actively managed with annual turnover of: 38.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than LZUSX: VFIAX (3000) vs LZUSX (10000). VFIAX annual gain was more profitable for investors over the last year : 18.28 vs. LZUSX (4.23). VFIAX return over 5 years is better than : 80.17 vs. LZUSX (39.04).
| LZUSX | VFIAX | LZUSX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 2.124 | 2.414 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 1.41T | 0% |
| Annual Yield % from dividends | 0.80 | 1.32 | 60% |
| Returns for 1 year | 4.23 | 18.28 | 23% |
| Returns for 3 years | 17.35 | 39.78 | 44% |
| Returns for 5 years | 39.04 | 80.17 | 49% |
| Returns for 10 years | 42.53 | 184.37 | 23% |
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