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LZUSX vs VITSX
LZUSX vs VITSX Comparison
Open Charts LZUSX vs VITSX
Lazard US Equity Focus Instl
Price$14.78
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets74.82M
Vanguard Total Stock Market Idx I
Price$125.99
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
LZUSX vs VITSX Comparison Chart
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LZUSX vs. VITSX commentary
Apr 18, 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 VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. LZUSX (74.8M). VITSX pays higher dividends than LZUSX: VITSX (1.36) vs LZUSX (0.79). LZUSX was incepted earlier than VITSX: LZUSX (20 years) vs VITSX (28 years). LZUSX (0.80) is less costly to investors than VITSX (0.03). LZUSX is a more actively managed with annual turnover of: 38.00 vs. VITSX (2.00). LZUSX has a lower initial minimum investment than VITSX: LZUSX (10000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 4.35 vs. LZUSX (-6.27). VITSX return over 5 years is better than : 80.96 vs. LZUSX (42.99).
| LZUSX | VITSX | LZUSX / VITSX | |
| Total Expense Ratio | 0.70 | 0.03 | 2,333% |
| Annual Report Gross Expense Ratio | 0.80 | 0.03 | 2,667% |
| Fund Existence | 20 years | 28 years | - |
| Gain YTD | -10.316 | -10.854 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | -6.27 | 4.35 | -144% |
| Returns for 3 years | 2.22 | 17.55 | 13% |
| Returns for 5 years | 42.99 | 80.96 | 53% |
| Returns for 10 years | 25.56 | 146.15 | 17% |
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