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CSPFX vs LZFIX
CSPFX vs LZFIX Comparison
Open Charts CSPFX vs LZFIX
American Funds SMALLCAP World 529F
Price$70.33
Change-$1.12 (-1.57%)
VolumeN/A
Net Assets76.67B
Lazard Equity Franchise Inst Shr
Price$9.36
Change-$0.22 (-2.30%)
VolumeN/A
Net Assets47.31M
CSPFX vs LZFIX Comparison Chart
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CSPFX vs. LZFIX commentary
Jun 14, 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 StrongBuy and LZFIX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 76.7B vs. LZFIX (47.3M). LZFIX pays higher dividends than CSPFX: LZFIX (2.13) vs CSPFX (0.73). 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 : 4.90 vs. LZFIX (-0.36). CSPFX (23.07) and LZFIX (22.78) have equivalent 5 years return.
| 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 | 3.442 | 12.365 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.7B | 47.3M | 162,156% |
| Annual Yield % from dividends | 0.73 | 2.13 | 34% |
| Returns for 1 year | 4.90 | -0.36 | -1,343% |
| Returns for 3 years | 30.63 | -1.38 | -2,222% |
| Returns for 5 years | 23.07 | 22.78 | 101% |
| Returns for 10 years | 41.44 | N/A | - |
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