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CSPFX vs LZFOX
CSPFX vs LZFOX Comparison
Open Charts CSPFX vs LZFOX
American Funds SMALLCAP World 529F
Price$74.51
Change+$0.37 (+0.50%)
VolumeN/A
Net Assets79.78B
Lazard Equity Franchise Open Shares
Price$9.69
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets47.81M
CSPFX vs LZFOX Comparison Chart in %
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CSPFX vs. LZFOX 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 LZFOX is a Hold.
FUNDAMENTALS
Fundamentals
CSPFX has more cash in the bank: 79.8B vs. LZFOX (47.8M). LZFOX pays higher dividends than CSPFX: LZFOX (1.85) vs CSPFX (0.72). 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 : 9.96 vs. LZFOX (0.78). LZFOX return over 5 years is better than : 22.32 vs. CSPFX (20.72).
| 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 | 9.625 | 16.327 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8B | 47.8M | 166,946% |
| Annual Yield % from dividends | 0.72 | 1.85 | 39% |
| Returns for 1 year | 9.96 | 0.78 | 1,285% |
| Returns for 3 years | 33.25 | -1.53 | -2,177% |
| Returns for 5 years | 20.72 | 22.32 | 93% |
| Returns for 10 years | 53.06 | N/A | - |
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