Ad is loading...
LZUSX vs VTSAX
LZUSX vs VTSAX Comparison
Open Charts LZUSX vs VTSAX
Lazard US Equity Focus Instl
Price$14.78
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets74.82M
Vanguard Total Stock Mkt Idx Adm
Price$125.97
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
LZUSX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LZUSX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. LZUSX (74.8M). VTSAX pays higher dividends than LZUSX: VTSAX (1.35) vs LZUSX (0.79). LZUSX was incepted earlier than VTSAX: LZUSX (20 years) vs VTSAX (24 years). LZUSX (0.80) is less costly to investors than VTSAX (0.04). LZUSX is a more actively managed with annual turnover of: 38.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than LZUSX: VTSAX (3000) vs LZUSX (10000). VTSAX annual gain was more profitable for investors over the last year : 4.35 vs. LZUSX (-6.27). VTSAX return over 5 years is better than : 80.96 vs. LZUSX (42.99).
| LZUSX | VTSAX | LZUSX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.80 | 0.04 | 2,000% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -10.316 | -10.856 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.79 | 1.35 | 58% |
| Returns for 1 year | -6.27 | 4.35 | -144% |
| Returns for 3 years | 2.22 | 17.54 | 13% |
| Returns for 5 years | 42.99 | 80.96 | 53% |
| Returns for 10 years | 25.56 | 146.20 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...