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LUSOX vs VSMAX
LUSOX vs VSMAX Comparison
Open Charts LUSOX vs VSMAX
Lazard US Systematic Small Cap Eq Open
Price$10.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets46.75M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
LUSOX vs VSMAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. LUSOX (46.8M). VSMAX pays higher dividends than LUSOX: VSMAX (1.40) vs LUSOX (0.25). LUSOX was incepted earlier than VSMAX: LUSOX (4 years) vs VSMAX (25 years). LUSOX (4.22) is less costly to investors than VSMAX (0.05). LUSOX is a more actively managed with annual turnover of: 111.00 vs. VSMAX (13.00). LUSOX has a lower initial minimum investment than VSMAX: LUSOX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 12.25 vs. LUSOX (0.91).
| LUSOX | VSMAX | LUSOX / VSMAX | |
| Total Expense Ratio | 1.29 | 0.05 | 2,580% |
| Annual Report Gross Expense Ratio | 4.22 | 0.05 | 8,440% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -5.730 | 1.447 | -396% |
| 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 | 1.40 | 18% |
| Returns for 1 year | 0.91 | 12.25 | 7% |
| Returns for 3 years | 28.82 | 37.95 | 76% |
| Returns for 5 years | N/A | 69.54 | - |
| Returns for 10 years | N/A | 109.34 | - |