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LZUSX vs VFIAX
LZUSX vs VFIAX Comparison
Open Charts LZUSX vs VFIAX
Lazard US Equity Focus Instl
Price$18.08
Change-$0.06 (-0.33%)
VolumeN/A
Net Assets82.27M
Vanguard 500 Index Admiral
Price$619.84
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
LZUSX vs VFIAX Comparison Chart in %
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LZUSX vs. VFIAX commentary
Oct 08, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. LZUSX (82.3M). VFIAX pays higher dividends than LZUSX: VFIAX (1.14) vs LZUSX (0.70). 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 : 18.41 vs. LZUSX (5.60). VFIAX return over 5 years is better than : 95.80 vs. LZUSX (48.80).
| 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 | 10.073 | 14.679 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 82.3M | 1.41T | 0% |
| Annual Yield % from dividends | 0.70 | 1.14 | 61% |
| Returns for 1 year | 5.60 | 18.41 | 30% |
| Returns for 3 years | 47.46 | 85.44 | 56% |
| Returns for 5 years | 48.80 | 95.80 | 51% |
| Returns for 10 years | 61.94 | 235.06 | 26% |
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