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LZHOX vs RTEHX
LZHOX vs RTEHX Comparison
Open Charts LZHOX vs RTEHX
Lazard US High Yield Portfolio Open
Price$18.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets118.27M
American Funds American High-Inc R2E
Price$9.67
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets23.63B
LZHOX vs RTEHX Comparison Chart
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LZHOX vs. RTEHX 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 RTEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 23.6B vs. LZHOX (118M). RTEHX pays higher dividends than LZHOX: RTEHX (5.97) vs LZHOX (5.07). LZHOX was incepted earlier than RTEHX: LZHOX (27 years) vs RTEHX (11 years). RTEHX (1.12) and LZHOX (1.11) 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). RTEHX annual gain was more profitable for investors over the last year : 7.21 vs. LZHOX (6.60). RTEHX return over 5 years is better than : 41.91 vs. LZHOX (20.81).
| LZHOX | RTEHX | LZHOX / RTEHX | |
| Total Expense Ratio | 0.83 | 1.12 | 74% |
| Annual Report Gross Expense Ratio | 1.11 | 1.12 | 99% |
| Fund Existence | 27 years | 11 years | - |
| Gain YTD | 2.089 | 0.977 | 214% |
| 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 | 5.97 | 85% |
| Returns for 1 year | 6.60 | 7.21 | 92% |
| Returns for 3 years | 16.86 | 21.99 | 77% |
| Returns for 5 years | 20.81 | 41.91 | 50% |
| Returns for 10 years | 37.95 | 52.68 | 72% |
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