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LZUOX vs VFIAX
LZUOX vs VFIAX Comparison
Open Charts LZUOX vs VFIAX
Lazard US Equity Focus Open
Price$16.82
Change-$1.33 (-7.33%)
VolumeN/A
Net Assets79.79M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
LZUOX vs VFIAX Comparison Chart in %
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LZUOX vs. VFIAX commentary
Feb 04, 2026
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 LZUOX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. LZUOX (79.8M). VFIAX pays higher dividends than LZUOX: VFIAX (1.10) vs LZUOX (0.34). LZUOX was incepted earlier than VFIAX: LZUOX (21 years) vs VFIAX (25 years). LZUOX (1.31) is less costly to investors than VFIAX (0.04). LZUOX is a more actively managed with annual turnover of: 22.00 vs. VFIAX (2.00). LZUOX has a lower initial minimum investment than VFIAX: LZUOX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. LZUOX (-1.35). VFIAX return over 5 years is better than : 78.94 vs. LZUOX (24.60).
| LZUOX | VFIAX | LZUOX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 1.31 | 0.04 | 3,275% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 0.298 | 1.141 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 1.48T | 0% |
| Annual Yield % from dividends | 0.34 | 1.10 | 31% |
| Returns for 1 year | -1.35 | 15.49 | -9% |
| Returns for 3 years | 22.28 | 67.56 | 33% |
| Returns for 5 years | 24.60 | 78.94 | 31% |
| Returns for 10 years | 76.93 | 268.61 | 29% |
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