Interact to see
Advertisement
Advertisement
LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$17.53
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets78.64M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
LZUSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LZUSX vs. VTSMX commentary
Aug 11, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LZUSX (78.6M). VTSMX pays higher dividends than LZUSX: VTSMX (1.09) vs LZUSX (0.72). LZUSX was incepted earlier than VTSMX: LZUSX (21 years) vs VTSMX (33 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 : 19.68 vs. LZUSX (6.22). VTSMX return over 5 years is better than : 84.96 vs. LZUSX (46.82).
| 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 | 33 years | - |
| Gain YTD | 6.371 | 8.067 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.6M | 1.91T | 0% |
| Annual Yield % from dividends | 0.72 | 1.09 | 66% |
| Returns for 1 year | 6.22 | 19.68 | 32% |
| Returns for 3 years | 25.47 | 51.93 | 49% |
| Returns for 5 years | 46.82 | 84.96 | 55% |
| Returns for 10 years | 52.06 | 201.27 | 26% |