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LZUSX vs VTSAX
LZUSX vs VTSAX Comparison
Open Charts LZUSX vs VTSAX
Lazard US Equity Focus Instl
Price$17.00
Change+$0.14 (+0.83%)
VolumeN/A
Net Assets76.3M
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
LZUSX vs VTSAX Comparison Chart in %
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LZUSX vs. VTSAX commentary
Jun 27, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. LZUSX (76.3M). VTSAX pays higher dividends than LZUSX: VTSAX (1.28) vs LZUSX (0.76). LZUSX was incepted earlier than VTSAX: LZUSX (21 years) vs VTSAX (25 years). LZUSX (0.77) is less costly to investors than VTSAX (0.04). LZUSX is a more actively managed with annual turnover of: 22.00 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 : 11.44 vs. LZUSX (0.65). VTSAX return over 5 years is better than : 97.74 vs. LZUSX (56.53).
| LZUSX | VTSAX | LZUSX / VTSAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 2.306 | 3.337 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.28 | 59% |
| Returns for 1 year | 0.65 | 11.44 | 6% |
| Returns for 3 years | 27.54 | 54.25 | 51% |
| Returns for 5 years | 56.53 | 97.74 | 58% |
| Returns for 10 years | 46.13 | 191.61 | 24% |
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