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RLUEX vs VITSX
RLUEX vs VITSX Comparison
Open Charts RLUEX vs VITSX
Lazard US Equity Concentrated R6
Price$4.27
Change-$0.11 (-2.51%)
VolumeN/A
Net Assets61.13M
Vanguard Total Stock Market Idx I
Price$144.06
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
RLUEX vs VITSX Comparison Chart
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RLUEX vs. VITSX commentary
Feb 23, 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 RLUEX is a Hold and VITSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.84T vs. RLUEX (61.1M). VITSX pays higher dividends than RLUEX: VITSX (1.36) vs RLUEX (1.10). RLUEX was incepted earlier than VITSX: RLUEX (8 years) vs VITSX (28 years). RLUEX is a more actively managed with annual turnover of: 81.00 vs. VITSX (2.00). RLUEX has a lower initial minimum investment than VITSX: RLUEX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 19.84 vs. RLUEX (-50.58). VITSX return over 5 years is better than : 78.16 vs. RLUEX (-74.97).
| RLUEX | VITSX | RLUEX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 2.153 | 4.069 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.1M | 1.84T | 0% |
| Annual Yield % from dividends | 1.10 | 1.36 | 81% |
| Returns for 1 year | -50.58 | 19.84 | -255% |
| Returns for 3 years | -75.37 | 39.39 | -191% |
| Returns for 5 years | -74.97 | 78.16 | -96% |
| Returns for 10 years | N/A | 186.07 | - |