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LZUOX vs VFIAX
LZUOX vs VFIAX Comparison
Open Charts LZUOX vs VFIAX
Lazard US Equity Focus Open
Price$16.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets82.99M
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
LZUOX vs VFIAX Comparison Chart in %
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LZUOX vs. VFIAX commentary
Dec 28, 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 LZUOX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. LZUOX (83M). VFIAX pays higher dividends than LZUOX: VFIAX (1.11) vs LZUOX (0.45). 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 : 14.85 vs. LZUOX (0.12). VFIAX return over 5 years is better than : 87.47 vs. LZUOX (30.41).
| 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 | 2.292 | 17.879 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 1.48T | 0% |
| Annual Yield % from dividends | 0.45 | 1.11 | 40% |
| Returns for 1 year | 0.12 | 14.85 | 1% |
| Returns for 3 years | 31.74 | 81.35 | 39% |
| Returns for 5 years | 30.41 | 87.47 | 35% |
| Returns for 10 years | 59.51 | 234.28 | 25% |
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