Ad is loading...
LZUSX vs VFIAX
LZUSX vs VFIAX Comparison
Open Charts LZUSX vs VFIAX
Lazard US Equity Focus Instl
Price$15.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets78.87M
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
LZUSX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LZUSX vs. VFIAX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. LZUSX (78.9M). VFIAX pays higher dividends than LZUSX: VFIAX (1.36) vs LZUSX (0.80). LZUSX was incepted earlier than VFIAX: LZUSX (20 years) vs VFIAX (25 years). LZUSX (0.80) is less costly to investors than VFIAX (0.04). LZUSX is a more actively managed with annual turnover of: 22.00 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 : 8.59 vs. LZUSX (-2.66). VFIAX return over 5 years is better than : 93.15 vs. LZUSX (49.22).
| LZUSX | VFIAX | LZUSX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,000% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -3.519 | -3.675 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 1.34T | 0% |
| Annual Yield % from dividends | 0.80 | 1.36 | 59% |
| Returns for 1 year | -2.66 | 8.59 | -31% |
| Returns for 3 years | 19.13 | 41.54 | 46% |
| Returns for 5 years | 49.22 | 93.15 | 53% |
| Returns for 10 years | 36.38 | 169.85 | 21% |