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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$17.71
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets80.15M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
LZUSX vs VTSMX Comparison Chart in %
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LZUSX vs. VTSMX commentary
Sep 08, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LZUSX (80.2M). VTSMX pays higher dividends than LZUSX: VTSMX (1.07) vs LZUSX (0.71). LZUSX was incepted earlier than VTSMX: LZUSX (21 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 : 18.03 vs. LZUSX (4.00). VTSMX return over 5 years is better than : 84.94 vs. LZUSX (47.13).
| LZUSX | VTSMX | LZUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 7.464 | 10.330 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.2M | 1.95T | 0% |
| Annual Yield % from dividends | 0.71 | 1.07 | 66% |
| Returns for 1 year | 4.00 | 18.03 | 22% |
| Returns for 3 years | 34.67 | 63.63 | 54% |
| Returns for 5 years | 47.13 | 84.94 | 55% |
| Returns for 10 years | 61.32 | 224.15 | 27% |
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