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LZUSX vs VFIAX
LZUSX vs VFIAX Comparison
Open Charts LZUSX vs VFIAX
Lazard US Equity Focus Instl
Price$16.87
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets95.37M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
LZUSX vs VFIAX Comparison Chart
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LZUSX vs. VFIAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. LZUSX (95.4M). 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 : 25.54 vs. LZUSX (10.96). VFIAX return over 5 years is better than : 80.23 vs. LZUSX (40.04).
| 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 | 2.367 | 2.010 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 1.35T | 0% |
| Annual Yield % from dividends | 0.80 | 1.32 | 60% |
| Returns for 1 year | 10.96 | 25.54 | 43% |
| Returns for 3 years | 13.38 | 31.13 | 43% |
| Returns for 5 years | 40.04 | 80.23 | 50% |
| Returns for 10 years | 50.22 | 196.98 | 25% |
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