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FXAIX vs RLUEX
FXAIX vs RLUEX Comparison
Open Charts FXAIX vs RLUEX
Lazard US Equity Concentrated R6
Price$12.17
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets40.89M
FXAIX vs RLUEX Comparison Chart in %
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FXAIX vs. RLUEX commentary
Jul 18, 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: 666B vs. RLUEX (40.9M). FXAIX pays higher dividends than RLUEX: FXAIX (1.20) vs RLUEX (0.47). FXAIX was incepted earlier than RLUEX: FXAIX (14 years) vs RLUEX (9 years). RLUEX (0.89) 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 : 13.56 vs. RLUEX (-57.10). FXAIX return over 5 years is better than : 109.32 vs. RLUEX (-74.80).
| FXAIX | RLUEX | FXAIX / RLUEX | |
| Total Expense Ratio | 0.01 | 0.75 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.89 | 2% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 7.227 | -3.270 | -221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 40.9M | 1,628,362% |
| Annual Yield % from dividends | 1.20 | 0.47 | 252% |
| Returns for 1 year | 13.56 | -57.10 | -24% |
| Returns for 3 years | 70.99 | -75.33 | -94% |
| Returns for 5 years | 109.32 | -74.80 | -146% |
| Returns for 10 years | 223.30 | N/A | - |
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