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CSPFX vs LZFIX
CSPFX vs LZFIX Comparison
Open Charts CSPFX vs LZFIX
American Funds SMALLCAP World 529F
Price$75.99
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets81.4B
Lazard Equity Franchise Inst Shr
Price$9.01
Change+$0.09 (+1.01%)
VolumeN/A
Net Assets47.61M
CSPFX vs LZFIX Comparison Chart in %
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CSPFX vs. LZFIX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 81.4B vs. LZFIX (47.6M). LZFIX pays higher dividends than CSPFX: LZFIX (2.15) vs CSPFX (0.70). 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 : 12.49 vs. LZFIX (-12.27). CSPFX return over 5 years is better than : 18.93 vs. LZFIX (13.93).
| 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 | 11.802 | 8.194 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4B | 47.6M | 171,008% |
| Annual Yield % from dividends | 0.70 | 2.15 | 32% |
| Returns for 1 year | 12.49 | -12.27 | -102% |
| Returns for 3 years | 37.40 | -1.42 | -2,638% |
| Returns for 5 years | 18.93 | 13.93 | 136% |
| Returns for 10 years | 65.06 | N/A | - |
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