Lazard US Small-Mid Cap Equity Portfolio R6 (LZSCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LZSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LZSCX
LZSCX charges 0.94% annually. There are 79 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | LZSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | LZSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | LZSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | LZSCX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | LZSCX vs TISBX |
Best Risk-Adjusted Alternatives to LZSCX
LZSCX has a PortfoliosLab risk / return rank of 41. There are 125 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | LZSCX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | LZSCX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | LZSCX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | LZSCX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | LZSCX vs WWSIX |
Top Performing LZSCX Alternatives (YTD)
LZSCX is at 16.82% YTD. There are 75 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | LZSCX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | LZSCX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | LZSCX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | LZSCX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | LZSCX vs MOPIX |
Lowest Volatility Alternatives to LZSCX
LZSCX has 20.31% 1-year volatility. There are 157 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | LZSCX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | LZSCX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | LZSCX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | LZSCX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | LZSCX vs BOSOX |
Lowest Drawdown Alternatives to LZSCX
LZSCX has a 1-year max drawdown of -12.49%. There are 150 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | LZSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | LZSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | LZSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | LZSCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | LZSCX vs BIAUX |
Other Mutual Funds from Lazard
The 10 most viewed Lazard mutual funds shown here include GLIFX, LZEMX, GLFOX and span 7 categories.
Often Compared With LZSCX
Investors most often compare LZSCX with FSOPX, SSCDX, HASCX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 73 | 16.83% | — | Mar 2007 | LZSCX vs FSOPX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 64 | 16.85% | — | Mar 2015 | LZSCX vs SSCDX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 69 | 26.15% | — | Dec 2001 | LZSCX vs HASCX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 54 | 14.94% | 177.40B | Nov 2000 | LZSCX vs VSMAX |
Compare LZSCX with Any Fund or Stock
Compare LZSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LZSCX with funds that move differently
Lazard US Small-Mid Cap Equity Portfolio R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LZSCX.
Explore LZSCX Diversifiers