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LZHOX vs RITEX
LZHOX vs RITEX Comparison
Open Charts LZHOX vs RITEX
Lazard US High Yield Portfolio Open
Price$18.69
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets132.72M
American Funds American High-Inc R4
Price$9.94
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets25.74B
LZHOX vs RITEX Comparison Chart in %
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LZHOX vs. RITEX commentary
Sep 10, 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 Buy.
FUNDAMENTALS
Fundamentals
RITEX has more cash in the bank: 25.7B vs. LZHOX (133M). RITEX pays higher dividends than LZHOX: RITEX (6.32) vs LZHOX (5.16). 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 (8.14) and LZHOX (7.79) have marching annual gain over last year. RITEX return over 5 years is better than : 37.48 vs. LZHOX (18.08).
| 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 | 7.531 | 6.276 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 25.7B | 1% |
| Annual Yield % from dividends | 5.16 | 6.32 | 82% |
| Returns for 1 year | 7.79 | 8.14 | 96% |
| Returns for 3 years | 23.03 | 29.26 | 79% |
| Returns for 5 years | 18.08 | 37.48 | 48% |
| Returns for 10 years | 46.62 | 75.18 | 62% |
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