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LZUSX vs VFINX
LZUSX vs VFINX Comparison
Open Charts LZUSX vs VFINX
Lazard US Equity Focus Instl
Price$16.84
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets82.99M
Vanguard 500 Index Investor
Price$639.68
Change-$0.14 (-0.02%)
VolumeN/A
Net Assets1.48T
LZUSX vs VFINX Comparison Chart in %
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LZUSX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. LZUSX (83M). VFINX pays higher dividends than LZUSX: VFINX (1.02) vs LZUSX (0.67). 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 : 14.85 vs. LZUSX (0.00). VFINX return over 5 years is better than : 87.47 vs. LZUSX (31.50).
| 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 | 2.184 | 17.878 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83M | 1.48T | 0% |
| Annual Yield % from dividends | 0.67 | 1.02 | 65% |
| Returns for 1 year | 0.00 | 14.85 | - |
| Returns for 3 years | 32.18 | 81.33 | 40% |
| Returns for 5 years | 31.50 | 87.47 | 36% |
| Returns for 10 years | 61.85 | 234.30 | 26% |
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