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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$14.78
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets74.82M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
LZUSX vs VTSMX Comparison Chart
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LZUSX vs. VTSMX commentary
Apr 18, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. LZUSX (74.8M). VTSMX pays higher dividends than LZUSX: VTSMX (1.25) vs LZUSX (0.79). LZUSX was incepted earlier than VTSMX: LZUSX (20 years) vs VTSMX (33 years). LZUSX (0.80) is less costly to investors than VTSMX (0.14). LZUSX is a more actively managed with annual turnover of: 38.00 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 : 4.35 vs. LZUSX (-6.27). VTSMX return over 5 years is better than : 80.93 vs. LZUSX (42.99).
| LZUSX | VTSMX | LZUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -10.316 | -10.853 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.79 | 1.25 | 63% |
| Returns for 1 year | -6.27 | 4.35 | -144% |
| Returns for 3 years | 2.22 | 17.53 | 13% |
| Returns for 5 years | 42.99 | 80.93 | 53% |
| Returns for 10 years | 25.56 | 145.67 | 18% |