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LZHOX vs RITEX
LZHOX vs RITEX Comparison
Open Charts LZHOX vs RITEX
Lazard US High Yield Portfolio Open
Price$18.54
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets125.8M
American Funds American High-Inc R4
Price$9.87
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets24.74B
LZHOX vs RITEX Comparison Chart in %
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LZHOX vs. RITEX commentary
Jul 07, 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: 24.7B vs. LZHOX (126M). RITEX pays higher dividends than LZHOX: RITEX (6.37) vs LZHOX (5.12). LZHOX was incepted earlier than RITEX: LZHOX (27 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 : 9.98 vs. LZHOX (9.26). RITEX return over 5 years is better than : 41.71 vs. LZHOX (20.19).
| LZHOX | RITEX | LZHOX / RITEX | |
| Total Expense Ratio | 0.82 | 0.67 | 122% |
| Annual Report Gross Expense Ratio | 1.13 | 0.67 | 169% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 5.614 | 4.396 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 24.7B | 1% |
| Annual Yield % from dividends | 5.12 | 6.37 | 80% |
| Returns for 1 year | 9.26 | 9.98 | 93% |
| Returns for 3 years | 24.56 | 32.82 | 75% |
| Returns for 5 years | 20.19 | 41.71 | 48% |
| Returns for 10 years | 43.35 | 67.13 | 65% |
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