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LZUOX vs VTSMX
LZUOX vs VTSMX Comparison
Open Charts LZUOX vs VTSMX
Lazard US Equity Focus Open
Price$17.98
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets80.71M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
LZUOX vs VTSMX Comparison Chart in %
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LZUOX vs. VTSMX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. LZUOX (80.7M). VTSMX pays higher dividends than LZUOX: VTSMX (1.04) vs LZUOX (0.47). LZUOX was incepted earlier than VTSMX: LZUOX (21 years) vs VTSMX (34 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 : 13.79 vs. LZUOX (1.58). VTSMX return over 5 years is better than : 84.86 vs. LZUOX (43.25).
| 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 | 34 years | - |
| Gain YTD | 8.444 | 13.012 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.7M | 2.02T | 0% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | 1.58 | 13.79 | 11% |
| Returns for 3 years | 40.70 | 76.02 | 54% |
| Returns for 5 years | 43.25 | 84.86 | 51% |
| Returns for 10 years | 56.56 | 225.10 | 25% |
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