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LZHOX vs RITEX
LZHOX vs RITEX Comparison
Open Charts LZHOX vs RITEX
Lazard US High Yield Portfolio Open
Price$18.33
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets120.4M
American Funds American High-Inc R4
Price$9.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.94B
LZHOX vs RITEX Comparison Chart
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LZHOX vs. RITEX commentary
Jun 08, 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: 23.9B vs. LZHOX (120M). RITEX pays higher dividends than LZHOX: RITEX (6.44) vs LZHOX (5.15). 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). LZHOX (8.03) and RITEX (7.96) have marching annual gain over last year. RITEX return over 5 years is better than : 37.00 vs. LZHOX (16.26).
| 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 | 3.968 | 2.140 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 23.9B | 1% |
| Annual Yield % from dividends | 5.15 | 6.44 | 80% |
| Returns for 1 year | 8.03 | 7.96 | 101% |
| Returns for 3 years | 17.12 | 22.89 | 75% |
| Returns for 5 years | 16.26 | 37.00 | 44% |
| Returns for 10 years | 41.09 | 62.00 | 66% |
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