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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$17.62
Change-$0.29 (-1.62%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
LZUSX vs VTSMX Comparison Chart
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LZUSX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. LZUSX (94.4M). VTSMX pays higher dividends than LZUSX: VTSMX (1.26) vs LZUSX (0.80). LZUSX was incepted earlier than VTSMX: LZUSX (20 years) vs VTSMX (33 years). 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 : 30.52 vs. LZUSX (21.74). VTSMX return over 5 years is better than : 83.72 vs. LZUSX (42.42).
| LZUSX | VTSMX | LZUSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 14.490 | 22.392 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.4M | 1.73T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 63% |
| Returns for 1 year | 21.74 | 30.52 | 71% |
| Returns for 3 years | 7.41 | 19.91 | 37% |
| Returns for 5 years | 42.42 | 83.72 | 51% |
| Returns for 10 years | 34.58 | 186.07 | 19% |