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LZHYX vs RITEX
LZHYX vs RITEX Comparison
Open Charts LZHYX vs RITEX
Lazard US High Yield Portfolio Instl
Price$18.60
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets132.72M
American Funds American High-Inc R4
Price$9.94
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets25.74B
LZHYX vs RITEX Comparison Chart in %
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LZHYX vs. RITEX commentary
Sep 10, 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 LZHYX is a Buy and RITEX is a Buy.
FUNDAMENTALS
Fundamentals
RITEX has more cash in the bank: 25.7B vs. LZHYX (133M). RITEX pays higher dividends than LZHYX: RITEX (6.32) vs LZHYX (5.40). LZHYX was incepted earlier than RITEX: LZHYX (28 years) vs RITEX (23 years). LZHYX (0.75) is less costly to investors than RITEX (0.67). LZHYX is a more actively managed with annual turnover of: 49.00 vs. RITEX (39.00). RITEX has a lower initial minimum investment than LZHYX: RITEX (250) vs LZHYX (10000). RITEX (8.14) and LZHYX (8.07) have marching annual gain over last year. RITEX return over 5 years is better than : 37.48 vs. LZHYX (19.98).
| LZHYX | RITEX | LZHYX / RITEX | |
| Total Expense Ratio | 0.57 | 0.67 | 85% |
| Annual Report Gross Expense Ratio | 0.75 | 0.67 | 112% |
| Fund Existence | 28 years | 23 years | - |
| Gain YTD | 7.667 | 6.276 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133M | 25.7B | 1% |
| Annual Yield % from dividends | 5.40 | 6.32 | 86% |
| Returns for 1 year | 8.07 | 8.14 | 99% |
| Returns for 3 years | 24.29 | 29.26 | 83% |
| Returns for 5 years | 19.98 | 37.48 | 53% |
| Returns for 10 years | 51.48 | 75.18 | 68% |
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