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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$17.36
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets77.8M
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
LZUSX vs VTSMX Comparison Chart in %
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LZUSX vs. VTSMX commentary
Jul 20, 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: 1.91T vs. LZUSX (77.8M). VTSMX pays higher dividends than LZUSX: VTSMX (1.12) vs LZUSX (0.73). 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 : 13.47 vs. LZUSX (1.29). VTSMX return over 5 years is better than : 90.23 vs. LZUSX (51.01).
| 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 | 5.340 | 6.762 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.8M | 1.91T | 0% |
| Annual Yield % from dividends | 0.73 | 1.12 | 66% |
| Returns for 1 year | 1.29 | 13.47 | 10% |
| Returns for 3 years | 30.26 | 57.72 | 52% |
| Returns for 5 years | 51.01 | 90.23 | 57% |
| Returns for 10 years | 48.42 | 192.94 | 25% |
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