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CSPFX vs LZFIX
CSPFX vs LZFIX Comparison
Open Charts CSPFX vs LZFIX
American Funds SMALLCAP World 529F
Price$73.86
Change+$0.43 (+0.59%)
VolumeN/A
Net Assets79.12B
Lazard Equity Franchise Inst Shr
Price$9.85
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets48.71M
CSPFX vs LZFIX Comparison Chart in %
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CSPFX vs. LZFIX commentary
Jul 07, 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 Buy and LZFIX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.1B vs. LZFIX (48.7M). LZFIX pays higher dividends than CSPFX: LZFIX (2.09) 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 : 10.53 vs. LZFIX (5.95). LZFIX return over 5 years is better than : 30.96 vs. CSPFX (22.68).
| 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 | 8.669 | 18.247 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.1B | 48.7M | 162,423% |
| Annual Yield % from dividends | 0.72 | 2.09 | 34% |
| Returns for 1 year | 10.53 | 5.95 | 177% |
| Returns for 3 years | 35.60 | 2.96 | 1,201% |
| Returns for 5 years | 22.68 | 30.96 | 73% |
| Returns for 10 years | 50.72 | N/A | - |
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