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CSPFX vs LZFIX
CSPFX vs LZFIX Comparison
Open Charts CSPFX vs LZFIX
American Funds SMALLCAP World 529F
Price$74.51
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Lazard Equity Franchise Inst Shr
Price$9.71
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets47.81M
CSPFX vs LZFIX Comparison Chart in %
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CSPFX vs. LZFIX commentary
Jul 27, 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 Hold.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.8B vs. LZFIX (47.8M). 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 : 9.96 vs. LZFIX (1.05). LZFIX return over 5 years is better than : 24.50 vs. CSPFX (20.72).
| 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 | 9.625 | 16.567 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 47.8M | 166,946% |
| Annual Yield % from dividends | 0.72 | 2.09 | 34% |
| Returns for 1 year | 9.96 | 1.05 | 949% |
| Returns for 3 years | 33.25 | -0.75 | -4,420% |
| Returns for 5 years | 20.72 | 24.50 | 85% |
| Returns for 10 years | 53.06 | N/A | - |
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