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LZHOX vs RITEX
LZHOX vs RITEX Comparison
Open Charts LZHOX vs RITEX
Lazard US High Yield Portfolio Open
Price$18.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets118.27M
American Funds American High-Inc R4
Price$9.67
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets23.63B
LZHOX vs RITEX Comparison Chart
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LZHOX vs. RITEX commentary
May 12, 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: 23.6B vs. LZHOX (118M). RITEX pays higher dividends than LZHOX: RITEX (6.43) vs LZHOX (5.07). LZHOX was incepted earlier than RITEX: LZHOX (27 years) vs RITEX (23 years). LZHOX (1.11) 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 : 7.70 vs. LZHOX (6.60). RITEX return over 5 years is better than : 45.21 vs. LZHOX (20.81).
| LZHOX | RITEX | LZHOX / RITEX | |
| Total Expense Ratio | 0.83 | 0.67 | 124% |
| Annual Report Gross Expense Ratio | 1.11 | 0.67 | 166% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | 2.089 | 1.129 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118M | 23.6B | 1% |
| Annual Yield % from dividends | 5.07 | 6.43 | 79% |
| Returns for 1 year | 6.60 | 7.70 | 86% |
| Returns for 3 years | 16.86 | 23.67 | 71% |
| Returns for 5 years | 20.81 | 45.21 | 46% |
| Returns for 10 years | 37.95 | 59.68 | 64% |
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