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CSPFX vs LZFOX
CSPFX vs LZFOX Comparison
Open Charts CSPFX vs LZFOX
American Funds SMALLCAP World 529F
Price$75.49
Change+$0.17 (+0.23%)
VolumeN/A
Net Assets80.75B
Lazard Equity Franchise Open Shares
Price$8.71
Change+$0.07 (+0.81%)
VolumeN/A
Net Assets45.91M
CSPFX vs LZFOX Comparison Chart in %
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CSPFX vs. LZFOX commentary
Sep 30, 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 LZFOX is a Buy.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 80.8B vs. LZFOX (45.9M). LZFOX pays higher dividends than CSPFX: LZFOX (1.91) vs CSPFX (0.70). CSPFX was incepted earlier than LZFOX: CSPFX (23 years) vs LZFOX (8 years). LZFOX (3.21) is less costly to investors than CSPFX (1.14). LZFOX is a more actively managed with annual turnover of: 94.00 vs. CSPFX (32.00). CSPFX has a lower initial minimum investment than LZFOX: CSPFX (250) vs LZFOX (2500). CSPFX annual gain was more profitable for investors over the last year : 6.24 vs. LZFOX (-16.92). CSPFX return over 5 years is better than : 15.29 vs. LZFOX (9.85).
| CSPFX | LZFOX | CSPFX / LZFOX | |
| Total Expense Ratio | 1.14 | 1.20 | 95% |
| Annual Report Gross Expense Ratio | 1.14 | 3.21 | 36% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 11.067 | 4.592 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8B | 45.9M | 176,035% |
| Annual Yield % from dividends | 0.70 | 1.91 | 37% |
| Returns for 1 year | 6.24 | -16.92 | -37% |
| Returns for 3 years | 46.22 | 3.67 | 1,259% |
| Returns for 5 years | 15.29 | 9.85 | 155% |
| Returns for 10 years | 68.60 | N/A | - |
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