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LZUSX vs VFINX
LZUSX vs VFINX Comparison
Open Charts LZUSX vs VFINX
Lazard US Equity Focus Instl
Price$16.71
Change-$1.37 (-7.58%)
VolumeN/A
Net Assets81.43M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
LZUSX vs VFINX Comparison Chart in %
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LZUSX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. LZUSX (81.4M). VFINX pays higher dividends than LZUSX: VFINX (1.01) vs LZUSX (0.59). LZUSX was incepted earlier than VFINX: LZUSX (21 years) vs VFINX (49 years). LZUSX (0.77) is less costly to investors than VFINX (0.14). LZUSX is a more actively managed with annual turnover of: 22.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than LZUSX: VFINX (0) vs LZUSX (10000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. LZUSX (-1.17). VFINX return over 5 years is better than : 78.93 vs. LZUSX (26.00).
| LZUSX | VFINX | LZUSX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 21 years | 49 years | - |
| Gain YTD | 0.300 | 1.131 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 1.48T | 0% |
| Annual Yield % from dividends | 0.59 | 1.01 | 58% |
| Returns for 1 year | -1.17 | 15.48 | -8% |
| Returns for 3 years | 23.11 | 67.54 | 34% |
| Returns for 5 years | 26.00 | 78.93 | 33% |
| Returns for 10 years | 80.15 | 268.63 | 30% |
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