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LZHOX vs RTEHX
LZHOX vs RTEHX Comparison
Open Charts LZHOX vs RTEHX
Lazard US High Yield Portfolio Open
Price$18.33
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets120.4M
American Funds American High-Inc R2E
Price$9.71
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets23.94B
LZHOX vs RTEHX Comparison Chart
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LZHOX vs. RTEHX 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 RTEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 23.9B vs. LZHOX (120M). RTEHX pays higher dividends than LZHOX: RTEHX (5.98) vs LZHOX (5.15). LZHOX was incepted earlier than RTEHX: LZHOX (27 years) vs RTEHX (11 years). LZHOX (1.13) and RTEHX (1.12) have similar cost to investors . LZHOX is a more actively managed with annual turnover of: 49.00 vs. RTEHX (39.00). RTEHX has a lower initial minimum investment than LZHOX: RTEHX (250) vs LZHOX (2500). LZHOX annual gain was more profitable for investors over the last year : 8.03 vs. RTEHX (7.47). RTEHX return over 5 years is better than : 33.88 vs. LZHOX (16.26).
| LZHOX | RTEHX | LZHOX / RTEHX | |
| Total Expense Ratio | 0.82 | 1.12 | 73% |
| Annual Report Gross Expense Ratio | 1.13 | 1.12 | 101% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 3.968 | 1.947 | 204% |
| 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 | 5.98 | 86% |
| Returns for 1 year | 8.03 | 7.47 | 108% |
| Returns for 3 years | 17.12 | 21.23 | 81% |
| Returns for 5 years | 16.26 | 33.88 | 48% |
| Returns for 10 years | 41.09 | 54.86 | 75% |
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