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LZUSX vs VFIAX
LZUSX vs VFIAX Comparison
Open Charts LZUSX vs VFIAX
Lazard US Equity Focus Instl
Price$17.81
Change-$0.24 (-1.33%)
VolumeN/A
Net Assets80.22M
Vanguard 500 Index Admiral
Price$604.43
Change-$9.47 (-1.54%)
VolumeN/A
Net Assets1.46T
LZUSX vs VFIAX Comparison Chart in %
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LZUSX vs. VFIAX commentary
Nov 21, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. LZUSX (80.2M). VFIAX pays higher dividends than LZUSX: VFIAX (1.11) vs LZUSX (0.68). LZUSX was incepted earlier than VFIAX: LZUSX (21 years) vs VFIAX (25 years). LZUSX (0.77) 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 : 12.30 vs. LZUSX (2.93). VFIAX return over 5 years is better than : 86.84 vs. LZUSX (42.42).
| LZUSX | VFIAX | LZUSX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 9.527 | 13.147 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.2M | 1.46T | 0% |
| Annual Yield % from dividends | 0.68 | 1.11 | 61% |
| Returns for 1 year | 2.93 | 12.30 | 24% |
| Returns for 3 years | 35.34 | 68.24 | 52% |
| Returns for 5 years | 42.42 | 86.84 | 49% |
| Returns for 10 years | 60.33 | 218.37 | 28% |
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