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LZUSX vs VTSMX
LZUSX vs VTSMX Comparison
Open Charts LZUSX vs VTSMX
Lazard US Equity Focus Instl
Price$17.40
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets78.31M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
LZUSX vs VTSMX Comparison Chart in %
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LZUSX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. LZUSX (78.3M). VTSMX pays higher dividends than LZUSX: VTSMX (1.12) vs LZUSX (0.73). 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 : 13.89 vs. LZUSX (2.90). VTSMX return over 5 years is better than : 95.59 vs. LZUSX (56.08).
| 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 | 5.583 | 6.421 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.73 | 1.12 | 66% |
| Returns for 1 year | 2.90 | 13.89 | 21% |
| Returns for 3 years | 34.10 | 62.08 | 55% |
| Returns for 5 years | 56.08 | 95.59 | 59% |
| Returns for 10 years | 49.96 | 198.05 | 25% |
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