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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$17.74
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets79.6M
Vanguard Total Stock Mkt Idx I
Price$152.61
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.91T
LZUOX vs VTSMX Comparison Chart in %
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LZUOX vs. VTSMX commentary
Jul 29, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. LZUOX (79.6M). VTSMX pays higher dividends than LZUOX: VTSMX (1.12) vs LZUOX (0.49). LZUOX was incepted earlier than VTSMX: LZUOX (21 years) vs VTSMX (33 years). LZUOX (1.31) is less costly to investors than VTSMX (0.14). LZUOX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). LZUOX has a lower initial minimum investment than VTSMX: LZUOX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. LZUOX (5.50). VTSMX return over 5 years is better than : 93.51 vs. LZUOX (51.87).
| LZUOX | VTSMX | LZUOX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 1.31 | 0.14 | 936% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 7.177 | 8.287 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.6M | 1.91T | 0% |
| Annual Yield % from dividends | 0.49 | 1.12 | 44% |
| Returns for 1 year | 5.50 | 17.75 | 31% |
| Returns for 3 years | 31.94 | 60.60 | 53% |
| Returns for 5 years | 51.87 | 93.51 | 55% |
| Returns for 10 years | 50.62 | 200.97 | 25% |
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