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LZUSX vs VTSAX
LZUSX vs VTSAX Comparison
Open Charts LZUSX vs VTSAX
Lazard US Equity Focus Instl
Price$16.55
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets79.84M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
LZUSX vs VTSAX Comparison Chart
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LZUSX vs. VTSAX commentary
Jun 07, 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 (79.8M). VTSAX pays higher dividends than LZUSX: VTSAX (1.28) vs LZUSX (0.76). LZUSX was incepted earlier than VTSAX: LZUSX (20 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 : 10.96 vs. LZUSX (0.46). VTSAX return over 5 years is better than : 80.95 vs. LZUSX (44.45).
| 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 | 20 years | 25 years | - |
| Gain YTD | 0.425 | 0.826 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.28 | 59% |
| Returns for 1 year | 0.46 | 10.96 | 4% |
| Returns for 3 years | 20.39 | 40.35 | 51% |
| Returns for 5 years | 44.45 | 80.95 | 55% |
| Returns for 10 years | 41.61 | 180.53 | 23% |
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