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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$17.81
Change-$0.24 (-1.33%)
VolumeN/A
Net Assets80.22M
Vanguard Total Stock Mkt Idx I
Price$155.77
Change-$2.51 (-1.59%)
VolumeN/A
Net Assets2.05T
LZUSX vs VTSMX Comparison Chart in %
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LZUSX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. LZUSX (80.2M). VTSMX pays higher dividends than LZUSX: VTSMX (1.02) vs LZUSX (0.68). LZUSX was incepted earlier than VTSMX: LZUSX (21 years) vs VTSMX (34 years). LZUSX (0.77) is less costly to investors than VTSMX (0.14). LZUSX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LZUSX: VTSMX (3000) vs LZUSX (10000). VTSMX annual gain was more profitable for investors over the last year : 11.10 vs. LZUSX (2.93). VTSMX return over 5 years is better than : 78.21 vs. LZUSX (42.42).
| LZUSX | VTSMX | LZUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 9.527 | 12.324 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.2M | 2.05T | 0% |
| Annual Yield % from dividends | 0.68 | 1.02 | 67% |
| Returns for 1 year | 2.93 | 11.10 | 26% |
| Returns for 3 years | 35.34 | 65.10 | 54% |
| Returns for 5 years | 42.42 | 78.21 | 54% |
| Returns for 10 years | 60.33 | 214.94 | 28% |
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