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FXAIX vs RLUEX
FXAIX vs RLUEX Comparison
Open Charts FXAIX vs RLUEX
Lazard US Equity Concentrated R6
Price$3.35
Change+$0.05 (+1.52%)
VolumeN/A
Net Assets42.38M
FXAIX vs RLUEX Comparison Chart
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FXAIX vs. RLUEX commentary
Apr 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: 598B vs. RLUEX (42.4M). FXAIX pays higher dividends than RLUEX: FXAIX (1.30) vs RLUEX (0.49). 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: 81.00 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 : 2.68 vs. RLUEX (-62.75). FXAIX return over 5 years is better than : 103.82 vs. RLUEX (-76.66).
| 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 | -10.117 | -21.053 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 42.4M | 1,410,377% |
| Annual Yield % from dividends | 1.30 | 0.49 | 263% |
| Returns for 1 year | 2.68 | -62.75 | -4% |
| Returns for 3 years | 25.42 | -81.50 | -31% |
| Returns for 5 years | 103.82 | -76.66 | -135% |
| Returns for 10 years | 175.06 | N/A | - |
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