Interact to see
Advertisement
Advertisement
LZUSX vs VSMPX
LZUSX vs VSMPX Comparison
Open Charts LZUSX vs VSMPX
Lazard US Equity Focus Instl
Price$17.40
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets78.31M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
LZUSX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LZUSX vs. VSMPX commentary
Jul 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. LZUSX (78.3M). VSMPX pays higher dividends than LZUSX: VSMPX (1.22) vs LZUSX (0.73). LZUSX was incepted earlier than VSMPX: LZUSX (21 years) vs VSMPX (10 years). LZUSX (0.77) is less costly to investors than VSMPX (0.02). LZUSX is a more actively managed with annual turnover of: 22.00 vs. VSMPX (2.00). LZUSX has a lower initial minimum investment than VSMPX: LZUSX (10000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. LZUSX (2.90). VSMPX return over 5 years is better than : 95.69 vs. LZUSX (56.08).
| LZUSX | VSMPX | LZUSX / VSMPX | |
| Total Expense Ratio | 0.70 | 0.02 | 3,500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.02 | 3,850% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 5.583 | 6.426 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.73 | 1.22 | 60% |
| Returns for 1 year | 2.90 | 13.90 | 21% |
| Returns for 3 years | 34.10 | 62.17 | 55% |
| Returns for 5 years | 56.08 | 95.69 | 59% |
| Returns for 10 years | 49.96 | 189.21 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers