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LZHOX vs RTEHX
LZHOX vs RTEHX Comparison
Open Charts LZHOX vs RTEHX
Lazard US High Yield Portfolio Open
Price$18.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets126.59M
American Funds American High-Inc R2E
Price$9.94
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets26.05B
LZHOX vs RTEHX Comparison Chart in %
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LZHOX vs. RTEHX commentary
Oct 09, 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 Hold and RTEHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 26B vs. LZHOX (127M). RTEHX pays higher dividends than LZHOX: RTEHX (5.84) vs LZHOX (5.18). LZHOX was incepted earlier than RTEHX: LZHOX (28 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 : 8.09 vs. RTEHX (7.19). RTEHX return over 5 years is better than : 33.75 vs. LZHOX (18.09).
| LZHOX | RTEHX | LZHOX / RTEHX | |
| Total Expense Ratio | 0.82 | 1.12 | 73% |
| Annual Report Gross Expense Ratio | 1.13 | 1.12 | 101% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 8.109 | 6.461 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 26B | 0% |
| Annual Yield % from dividends | 5.18 | 5.84 | 89% |
| Returns for 1 year | 8.09 | 7.19 | 112% |
| Returns for 3 years | 28.02 | 32.85 | 85% |
| Returns for 5 years | 18.09 | 33.75 | 54% |
| Returns for 10 years | 48.65 | 70.97 | 69% |
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