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LZHYX vs RTEHX
LZHYX vs RTEHX Comparison
Open Charts LZHYX vs RTEHX
Lazard US High Yield Portfolio Instl
Price$18.60
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets132.72M
American Funds American High-Inc R2E
Price$9.94
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets25.74B
LZHYX vs RTEHX Comparison Chart in %
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LZHYX vs. RTEHX 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 RTEHX is a Buy.
FUNDAMENTALS
Fundamentals
RTEHX has more cash in the bank: 25.7B vs. LZHYX (133M). RTEHX pays higher dividends than LZHYX: RTEHX (5.86) vs LZHYX (5.40). LZHYX was incepted earlier than RTEHX: LZHYX (28 years) vs RTEHX (11 years). RTEHX (1.12) is less costly to investors than LZHYX (0.75). LZHYX is a more actively managed with annual turnover of: 49.00 vs. RTEHX (39.00). RTEHX has a lower initial minimum investment than LZHYX: RTEHX (250) vs LZHYX (10000). LZHYX annual gain was more profitable for investors over the last year : 8.07 vs. RTEHX (7.65). RTEHX return over 5 years is better than : 34.35 vs. LZHYX (19.98).
| LZHYX | RTEHX | LZHYX / RTEHX | |
| Total Expense Ratio | 0.57 | 1.12 | 51% |
| Annual Report Gross Expense Ratio | 0.75 | 1.12 | 67% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 7.667 | 5.950 | 129% |
| 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 | 5.86 | 92% |
| Returns for 1 year | 8.07 | 7.65 | 106% |
| Returns for 3 years | 24.29 | 27.51 | 88% |
| Returns for 5 years | 19.98 | 34.35 | 58% |
| Returns for 10 years | 51.48 | 67.42 | 76% |
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