Interact to see
Advertisement
Advertisement
LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$17.90
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets80.94M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
LZUSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LZUSX vs. VTSMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. LZUSX (80.9M). VTSMX pays higher dividends than LZUSX: VTSMX (1.04) vs LZUSX (0.70). LZUSX was incepted earlier than VTSMX: LZUSX (21 years) vs VTSMX (34 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 : 13.79 vs. LZUSX (1.79). VTSMX return over 5 years is better than : 84.86 vs. LZUSX (44.88).
| 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 | 34 years | - |
| Gain YTD | 8.617 | 13.012 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9M | 2.02T | 0% |
| Annual Yield % from dividends | 0.70 | 1.04 | 67% |
| Returns for 1 year | 1.79 | 13.79 | 13% |
| Returns for 3 years | 41.58 | 76.02 | 55% |
| Returns for 5 years | 44.88 | 84.86 | 53% |
| Returns for 10 years | 58.87 | 225.10 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement