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FXAIX vs RLUEX
FXAIX vs RLUEX Comparison
Open Charts FXAIX vs RLUEX
Lazard US Equity Concentrated R6
Price$3.63
Change-$0.01 (-0.27%)
VolumeN/A
Net Assets45.03M
FXAIX vs RLUEX Comparison Chart
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FXAIX vs. RLUEX commentary
May 12, 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 FXAIX is a Buy and RLUEX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. RLUEX (45M). FXAIX pays higher dividends than RLUEX: FXAIX (1.34) vs RLUEX (0.50). FXAIX was incepted earlier than RLUEX: FXAIX (14 years) vs RLUEX (8 years). RLUEX (0.97) is less costly to investors than FXAIX (0.01). RLUEX is a more actively managed with annual turnover of: 146.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than RLUEX: FXAIX (0) vs RLUEX (1000000). FXAIX annual gain was more profitable for investors over the last year : 9.99 vs. RLUEX (-58.70). FXAIX return over 5 years is better than : 108.40 vs. RLUEX (-75.19).
| FXAIX | RLUEX | FXAIX / RLUEX | |
| Total Expense Ratio | 0.01 | 0.76 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.97 | 2% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -3.366 | -13.158 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 45M | 1,320,000% |
| Annual Yield % from dividends | 1.34 | 0.50 | 268% |
| Returns for 1 year | 9.99 | -58.70 | -17% |
| Returns for 3 years | 48.07 | -77.75 | -62% |
| Returns for 5 years | 108.40 | -75.19 | -144% |
| Returns for 10 years | 194.80 | N/A | - |