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FXAIX vs RLUEX
FXAIX vs RLUEX Comparison
Open Charts FXAIX vs RLUEX
Lazard US Equity Concentrated R6
Price$4.39
Change+$0.04 (+0.92%)
VolumeN/A
Net Assets62.34M
FXAIX vs RLUEX Comparison Chart
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FXAIX vs. RLUEX commentary
Jan 19, 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 Hold and RLUEX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. RLUEX (62.3M). 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 : 27.15 vs. RLUEX (-48.23). FXAIX return over 5 years is better than : 94.81 vs. RLUEX (-74.37).
| 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 | 2.013 | 5.024 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 62.3M | 993,579% |
| Annual Yield % from dividends | 1.31 | 1.10 | 120% |
| Returns for 1 year | 27.15 | -48.23 | -56% |
| Returns for 3 years | 37.22 | -76.05 | -49% |
| Returns for 5 years | 94.81 | -74.37 | -127% |
| Returns for 10 years | 222.48 | N/A | - |
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