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FXAIX vs RLUEX
FXAIX vs RLUEX Comparison
Open Charts FXAIX vs RLUEX
Lazard US Equity Concentrated R6
Price$11.64
Change+$0.19 (+1.66%)
VolumeN/A
Net Assets40.76M
FXAIX vs RLUEX Comparison Chart
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FXAIX vs. RLUEX commentary
Jun 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 FXAIX is a Buy and RLUEX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. RLUEX (40.8M). FXAIX pays higher dividends than RLUEX: FXAIX (1.26) vs RLUEX (0.49). FXAIX was incepted earlier than RLUEX: FXAIX (14 years) vs RLUEX (9 years). RLUEX (0.94) 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 : 12.43 vs. RLUEX (-55.89). FXAIX return over 5 years is better than : 100.49 vs. RLUEX (-76.26).
| FXAIX | RLUEX | FXAIX / RLUEX | |
| Total Expense Ratio | 0.01 | 0.80 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 1.537 | -7.177 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 40.8M | 1,553,922% |
| Annual Yield % from dividends | 1.26 | 0.49 | 257% |
| Returns for 1 year | 12.43 | -55.89 | -22% |
| Returns for 3 years | 49.35 | -77.68 | -64% |
| Returns for 5 years | 100.49 | -76.26 | -132% |
| Returns for 10 years | 212.02 | N/A | - |
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