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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$16.67
Change-$0.21 (-1.24%)
VolumeN/A
Net Assets76.26M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
LZUSX vs VTSMX Comparison Chart
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LZUSX vs. VTSMX commentary
Jun 15, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LZUSX (76.3M). VTSMX pays higher dividends than LZUSX: VTSMX (1.18) vs LZUSX (0.76). LZUSX was incepted earlier than VTSMX: LZUSX (20 years) vs VTSMX (33 years). LZUSX (0.77) is less costly to investors than VTSMX (0.14). LZUSX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LZUSX: VTSMX (3000) vs LZUSX (10000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. LZUSX (0.65). VTSMX return over 5 years is better than : 91.36 vs. LZUSX (52.44).
| LZUSX | VTSMX | LZUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 1.153 | 1.349 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 0.65 | 10.06 | 6% |
| Returns for 3 years | 32.46 | 57.59 | 56% |
| Returns for 5 years | 52.44 | 91.36 | 57% |
| Returns for 10 years | 41.06 | 178.92 | 23% |
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