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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$16.56
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets75.06M
Vanguard Total Stock Mkt Idx I
Price$142.82
Change-$0.30 (-0.21%)
VolumeN/A
Net Assets1.82T
LZUSX vs VTSMX Comparison Chart in %
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LZUSX vs. VTSMX commentary
Jun 22, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LZUSX (75.1M). VTSMX pays higher dividends than LZUSX: VTSMX (1.18) vs LZUSX (0.76). LZUSX was incepted earlier than VTSMX: LZUSX (20 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 : 9.37 vs. LZUSX (-0.85). VTSMX return over 5 years is better than : 87.48 vs. LZUSX (49.59).
| LZUSX | VTSMX | LZUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.485 | 1.320 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.1M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | -0.85 | 9.37 | -9% |
| Returns for 3 years | 29.77 | 56.46 | 53% |
| Returns for 5 years | 49.59 | 87.48 | 57% |
| Returns for 10 years | 38.93 | 174.96 | 22% |
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