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LUSIX vs VSMAX
LUSIX vs VSMAX Comparison
Open Charts LUSIX vs VSMAX
Lazard US Systematic Small Cap Eq Ins
Price$10.53
Change-$0.71 (-6.32%)
VolumeN/A
Net Assets46.75M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
LUSIX vs VSMAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. LUSIX (46.8M). VSMAX pays higher dividends than LUSIX: VSMAX (1.37) vs LUSIX (0.50). LUSIX was incepted earlier than VSMAX: LUSIX (4 years) vs VSMAX (25 years). LUSIX (1.29) is less costly to investors than VSMAX (0.05). LUSIX is a more actively managed with annual turnover of: 111.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than LUSIX: VSMAX (3000) vs LUSIX (10000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. LUSIX (-2.74).
| LUSIX | VSMAX | LUSIX / VSMAX | |
| Total Expense Ratio | 1.04 | 0.05 | 2,080% |
| Annual Report Gross Expense Ratio | 1.29 | 0.05 | 2,580% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -5.561 | 2.517 | -221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 154B | 0% |
| Annual Yield % from dividends | 0.50 | 1.37 | 37% |
| Returns for 1 year | -2.74 | 9.17 | -30% |
| Returns for 3 years | 11.99 | 20.48 | 59% |
| Returns for 5 years | N/A | 57.73 | - |
| Returns for 10 years | N/A | 113.12 | - |
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