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CSPFX vs LZFIX
CSPFX vs LZFIX Comparison
Open Charts CSPFX vs LZFIX
American Funds SMALLCAP World 529F
Price$74.60
Change-$0.18 (-0.24%)
VolumeN/A
Net Assets80.31B
Lazard Equity Franchise Inst Shr
Price$8.90
Change-$0.47 (-5.02%)
VolumeN/A
Net Assets44.71M
CSPFX vs LZFIX Comparison Chart in %
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CSPFX vs. LZFIX commentary
Aug 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 CSPFX is a Hold and LZFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 80.3B vs. LZFIX (44.7M). LZFIX pays higher dividends than CSPFX: LZFIX (2.20) vs CSPFX (0.72). CSPFX was incepted earlier than LZFIX: CSPFX (23 years) vs LZFIX (8 years). CSPFX (1.14) is less costly to investors than LZFIX (0.94). LZFIX is a more actively managed with annual turnover of: 94.00 vs. CSPFX (32.00). CSPFX has a lower initial minimum investment than LZFIX: CSPFX (250) vs LZFIX (10000). CSPFX annual gain was more profitable for investors over the last year : 10.39 vs. LZFIX (-9.76). CSPFX return over 5 years is better than : 16.27 vs. LZFIX (11.08).
| CSPFX | LZFIX | CSPFX / LZFIX | |
| Total Expense Ratio | 1.14 | 0.94 | 121% |
| Annual Report Gross Expense Ratio | 1.14 | 0.94 | 121% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 9.757 | 6.843 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.3B | 44.7M | 179,642% |
| Annual Yield % from dividends | 0.72 | 2.20 | 33% |
| Returns for 1 year | 10.39 | -9.76 | -106% |
| Returns for 3 years | 22.21 | -14.17 | -157% |
| Returns for 5 years | 16.27 | 11.08 | 147% |
| Returns for 10 years | 54.61 | N/A | - |
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