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LZHYX vs RITEX
LZHYX vs RITEX Comparison
Open Charts LZHYX vs RITEX
Lazard US High Yield Portfolio Instl
Price$18.65
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets126.68M
American Funds American High-Inc R4
Price$9.95
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets26.06B
LZHYX vs RITEX Comparison Chart in %
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LZHYX vs. RITEX commentary
Oct 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 LZHYX is a Hold and RITEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RITEX has more cash in the bank: 26.1B vs. LZHYX (127M). RITEX pays higher dividends than LZHYX: RITEX (6.29) vs LZHYX (5.43). 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). LZHYX annual gain was more profitable for investors over the last year : 8.42 vs. RITEX (7.69). RITEX return over 5 years is better than : 37.14 vs. LZHYX (20.37).
| 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 | 8.384 | 6.936 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127M | 26.1B | 0% |
| Annual Yield % from dividends | 5.43 | 6.29 | 86% |
| Returns for 1 year | 8.42 | 7.69 | 110% |
| Returns for 3 years | 29.41 | 34.81 | 84% |
| Returns for 5 years | 20.37 | 37.14 | 55% |
| Returns for 10 years | 53.43 | 79.11 | 68% |
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