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LZUSX vs VFIAX
LZUSX vs VFIAX Comparison
Open Charts LZUSX vs VFIAX
Lazard US Equity Focus Instl
Price$16.71
Change-$1.37 (-7.58%)
VolumeN/A
Net Assets81.43M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
LZUSX vs VFIAX Comparison Chart in %
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LZUSX vs. VFIAX commentary
Feb 05, 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 LZUSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. LZUSX (81.4M). VFIAX pays higher dividends than LZUSX: VFIAX (1.10) vs LZUSX (0.59). 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 : 15.49 vs. LZUSX (-1.17). VFIAX return over 5 years is better than : 78.94 vs. LZUSX (26.00).
| 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 | 0.300 | 1.141 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 1.48T | 0% |
| Annual Yield % from dividends | 0.59 | 1.10 | 53% |
| Returns for 1 year | -1.17 | 15.49 | -8% |
| Returns for 3 years | 23.11 | 67.56 | 34% |
| Returns for 5 years | 26.00 | 78.94 | 33% |
| Returns for 10 years | 80.15 | 268.61 | 30% |
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