Interact to see
Advertisement
Advertisement
LZUSX vs VFINX
LZUSX vs VFINX Comparison
Open Charts LZUSX vs VFINX
Lazard US Equity Focus Instl
Price$17.85
Change-$0.15 (-0.83%)
VolumeN/A
Net Assets80.71M
Vanguard 500 Index Investor
Price$612.18
Change-$3.88 (-0.63%)
VolumeN/A
Net Assets1.41T
LZUSX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LZUSX vs. VFINX commentary
Oct 17, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. LZUSX (80.7M). VFINX pays higher dividends than LZUSX: VFINX (1.05) vs LZUSX (0.70). 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 : 13.53 vs. LZUSX (1.56). VFINX return over 5 years is better than : 90.54 vs. LZUSX (44.47).
| 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 | 8.313 | 12.810 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.7M | 1.41T | 0% |
| Annual Yield % from dividends | 0.70 | 1.05 | 66% |
| Returns for 1 year | 1.56 | 13.53 | 12% |
| Returns for 3 years | 43.06 | 80.47 | 54% |
| Returns for 5 years | 44.47 | 90.54 | 49% |
| Returns for 10 years | 57.90 | 226.52 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers