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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$15.90
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets78.22M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
LZUSX vs VTSMX Comparison Chart
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LZUSX vs. VTSMX commentary
May 09, 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: 1.72T vs. LZUSX (78.2M). 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 (0.80) 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 : 7.85 vs. LZUSX (-2.13). VTSMX return over 5 years is better than : 87.92 vs. LZUSX (49.22).
| 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 | -3.519 | -4.660 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.2M | 1.72T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 64% |
| Returns for 1 year | -2.13 | 7.85 | -27% |
| Returns for 3 years | 19.57 | 39.37 | 50% |
| Returns for 5 years | 49.22 | 87.92 | 56% |
| Returns for 10 years | 35.72 | 162.78 | 22% |
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