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LZHOX vs RITEX
LZHOX vs RITEX Comparison
Open Charts LZHOX vs RITEX
Lazard US High Yield Portfolio Open
Price$18.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets125.17M
American Funds American High-Inc R4
Price$9.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets25.31B
LZHOX vs RITEX Comparison Chart in %
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LZHOX vs. RITEX commentary
Aug 20, 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 LZHOX is a Buy and RITEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RITEX has more cash in the bank: 25.3B vs. LZHOX (125M). RITEX pays higher dividends than LZHOX: RITEX (6.39) vs LZHOX (5.17). LZHOX was incepted earlier than RITEX: LZHOX (28 years) vs RITEX (23 years). LZHOX (1.13) is less costly to investors than RITEX (0.67). LZHOX is a more actively managed with annual turnover of: 49.00 vs. RITEX (39.00). RITEX has a lower initial minimum investment than LZHOX: RITEX (250) vs LZHOX (2500). RITEX annual gain was more profitable for investors over the last year : 8.07 vs. LZHOX (7.25). RITEX return over 5 years is better than : 37.40 vs. LZHOX (17.18).
| LZHOX | RITEX | LZHOX / RITEX | |
| Total Expense Ratio | 0.82 | 0.67 | 122% |
| Annual Report Gross Expense Ratio | 1.13 | 0.67 | 169% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 6.140 | 4.976 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 25.3B | 0% |
| Annual Yield % from dividends | 5.17 | 6.39 | 81% |
| Returns for 1 year | 7.25 | 8.07 | 90% |
| Returns for 3 years | 19.67 | 26.37 | 75% |
| Returns for 5 years | 17.18 | 37.40 | 46% |
| Returns for 10 years | 46.49 | 74.60 | 62% |
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