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FXAIX vs RLUEX
FXAIX vs RLUEX Comparison
Open Charts FXAIX vs RLUEX
Lazard US Equity Concentrated R6
Price$9.80
Change-$0.40 (-3.92%)
VolumeN/A
CapitalizationN/A
FXAIX vs RLUEX Comparison Chart
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FXAIX vs. RLUEX commentary
Dec 19, 2024
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 StrongBuy and RLUEX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. RLUEX (73.4M). FXAIX pays higher dividends than RLUEX: FXAIX (1.31) vs RLUEX (1.10). FXAIX was incepted earlier than RLUEX: FXAIX (14 years) vs RLUEX (8 years). RLUEX is a more actively managed with annual turnover of: 81.00 vs. FXAIX (3.00). 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 : 29.40 vs. RLUEX (-32.31). FXAIX return over 5 years is better than : 104.23 vs. RLUEX (-38.05).
| FXAIX | RLUEX | FXAIX / RLUEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 28.550 | 17.919 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 73.4M | 861,035% |
| Annual Yield % from dividends | 1.31 | 1.10 | 120% |
| Returns for 1 year | 29.40 | -32.31 | -91% |
| Returns for 3 years | 37.14 | -52.12 | -71% |
| Returns for 5 years | 104.23 | -38.05 | -274% |
| Returns for 10 years | 217.91 | N/A | - |