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LZUSX vs VFINX
LZUSX vs VFINX Comparison
Open Charts LZUSX vs VFINX
Lazard US Equity Focus Instl
Price$17.81
Change-$0.24 (-1.33%)
VolumeN/A
Net Assets80.22M
Vanguard 500 Index Investor
Price$604.45
Change-$9.48 (-1.54%)
VolumeN/A
Net Assets1.46T
LZUSX vs VFINX Comparison Chart in %
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LZUSX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. LZUSX (80.2M). VFINX pays higher dividends than LZUSX: VFINX (1.02) vs LZUSX (0.68). 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 : 12.30 vs. LZUSX (2.93). VFINX return over 5 years is better than : 86.83 vs. LZUSX (42.42).
| 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 | 9.527 | 13.133 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.2M | 1.46T | 0% |
| Annual Yield % from dividends | 0.68 | 1.02 | 67% |
| Returns for 1 year | 2.93 | 12.30 | 24% |
| Returns for 3 years | 35.34 | 68.23 | 52% |
| Returns for 5 years | 42.42 | 86.83 | 49% |
| Returns for 10 years | 60.33 | 218.40 | 28% |
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