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LZHOX vs RTEHX
LZHOX vs RTEHX Comparison
Open Charts LZHOX vs RTEHX
Lazard US High Yield Portfolio Open
Price$18.54
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets125.8M
American Funds American High-Inc R2E
Price$9.87
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets24.74B
LZHOX vs RTEHX Comparison Chart in %
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LZHOX vs. RTEHX 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 RTEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 24.7B vs. LZHOX (126M). RTEHX pays higher dividends than LZHOX: RTEHX (5.92) vs LZHOX (5.12). 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). RTEHX (9.48) and LZHOX (9.26) have marching annual gain over last year. RTEHX return over 5 years is better than : 38.49 vs. LZHOX (20.19).
| 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 | 5.614 | 4.159 | 135% |
| 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 | 5.92 | 87% |
| Returns for 1 year | 9.26 | 9.48 | 98% |
| Returns for 3 years | 24.56 | 31.02 | 79% |
| Returns for 5 years | 20.19 | 38.49 | 52% |
| Returns for 10 years | 43.35 | 59.73 | 73% |
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