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LZUSX vs VFIAX
LZUSX vs VFIAX Comparison
Open Charts LZUSX vs VFIAX
Lazard US Equity Focus Instl
Price$16.84
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets82.99M
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
LZUSX vs VFIAX Comparison Chart in %
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LZUSX vs. VFIAX commentary
Dec 27, 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 LZUSX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. LZUSX (83M). VFIAX pays higher dividends than LZUSX: VFIAX (1.11) vs LZUSX (0.67). LZUSX was incepted earlier than VFIAX: LZUSX (21 years) vs VFIAX (25 years). LZUSX (0.77) is less costly to investors than VFIAX (0.04). LZUSX is a more actively managed with annual turnover of: 22.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than LZUSX: VFIAX (3000) vs LZUSX (10000). VFIAX annual gain was more profitable for investors over the last year : 14.85 vs. LZUSX (0.00). VFIAX return over 5 years is better than : 87.47 vs. LZUSX (31.50).
| LZUSX | VFIAX | LZUSX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | 2.184 | 17.879 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 1.48T | 0% |
| Annual Yield % from dividends | 0.67 | 1.11 | 60% |
| Returns for 1 year | 0.00 | 14.85 | - |
| Returns for 3 years | 32.18 | 81.35 | 40% |
| Returns for 5 years | 31.50 | 87.47 | 36% |
| Returns for 10 years | 61.85 | 234.28 | 26% |
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