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LUSOX vs NAESX
LUSOX vs NAESX Comparison
Open Charts LUSOX vs NAESX
Lazard US Systematic Small Cap Eq Open
Price$10.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets46.75M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
LUSOX vs NAESX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. LUSOX (46.8M). NAESX pays higher dividends than LUSOX: NAESX (1.28) vs LUSOX (0.25). LUSOX was incepted earlier than NAESX: LUSOX (4 years) vs NAESX (65 years). LUSOX (4.22) is less costly to investors than NAESX (0.17). LUSOX is a more actively managed with annual turnover of: 111.00 vs. NAESX (13.00). LUSOX has a lower initial minimum investment than NAESX: LUSOX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. LUSOX (0.91).
| LUSOX | NAESX | LUSOX / NAESX | |
| Total Expense Ratio | 1.29 | 0.17 | 759% |
| Annual Report Gross Expense Ratio | 4.22 | 0.17 | 2,482% |
| Fund Existence | 4 years | 65 years | - |
| Gain YTD | -5.730 | 1.432 | -400% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8M | 148B | 0% |
| Annual Yield % from dividends | 0.25 | 1.28 | 20% |
| Returns for 1 year | 0.91 | 12.22 | 7% |
| Returns for 3 years | 28.82 | 37.83 | 76% |
| Returns for 5 years | N/A | 69.32 | - |
| Returns for 10 years | N/A | 108.83 | - |