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LZUSX vs VFINX
LZUSX vs VFINX Comparison
Open Charts LZUSX vs VFINX
Lazard US Equity Focus Instl
Price$17.51
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets79.78M
Vanguard 500 Index Investor
Price$593.24
Change-$4.02 (-0.67%)
VolumeN/A
Net Assets1.33T
LZUSX vs VFINX Comparison Chart in %
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LZUSX vs. VFINX commentary
Sep 04, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. LZUSX (79.8M). VFINX pays higher dividends than LZUSX: VFINX (1.07) vs LZUSX (0.71). LZUSX was incepted earlier than VFINX: LZUSX (21 years) vs VFINX (49 years). LZUSX (0.77) is less costly to investors than VFINX (0.14). LZUSX is a more actively managed with annual turnover of: 22.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than LZUSX: VFINX (0) vs LZUSX (10000). VFINX annual gain was more profitable for investors over the last year : 14.42 vs. LZUSX (1.52). VFINX return over 5 years is better than : 86.96 vs. LZUSX (45.22).
| LZUSX | VFINX | LZUSX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 21 years | 49 years | - |
| Gain YTD | 6.917 | 10.047 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 1.33T | 0% |
| Annual Yield % from dividends | 0.71 | 1.07 | 66% |
| Returns for 1 year | 1.52 | 14.42 | 11% |
| Returns for 3 years | 33.49 | 64.61 | 52% |
| Returns for 5 years | 45.22 | 86.96 | 52% |
| Returns for 10 years | 64.13 | 236.16 | 27% |
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