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RLUEX vs VSMPX
RLUEX vs VSMPX Comparison
Open Charts RLUEX vs VSMPX
Lazard US Equity Concentrated R6
Price$3.35
Change+$0.05 (+1.52%)
VolumeN/A
Net Assets42.38M
Vanguard Total Stock Mkt Idx Instl Pls
Price$239.19
Change+$4.17 (+1.77%)
VolumeN/A
Net Assets1.7T
RLUEX vs VSMPX Comparison Chart
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RLUEX vs. VSMPX commentary
Apr 12, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. RLUEX (42.4M). VSMPX pays higher dividends than RLUEX: VSMPX (1.37) vs RLUEX (0.49). RLUEX was incepted earlier than VSMPX: RLUEX (8 years) vs VSMPX (10 years). RLUEX (0.97) is less costly to investors than VSMPX (0.02). RLUEX is a more actively managed with annual turnover of: 81.00 vs. VSMPX (2.00). RLUEX has a lower initial minimum investment than VSMPX: RLUEX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 0.32 vs. RLUEX (-62.75). VSMPX return over 5 years is better than : 85.42 vs. RLUEX (-76.66).
| RLUEX | VSMPX | RLUEX / VSMPX | |
| Total Expense Ratio | 0.76 | 0.02 | 3,800% |
| Annual Report Gross Expense Ratio | 0.97 | 0.02 | 4,850% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -21.053 | -11.144 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4M | 1.7T | 0% |
| Annual Yield % from dividends | 0.49 | 1.37 | 36% |
| Returns for 1 year | -62.75 | 0.32 | -19,801% |
| Returns for 3 years | -81.50 | 17.06 | -478% |
| Returns for 5 years | -76.66 | 85.42 | -90% |
| Returns for 10 years | N/A | N/A | - |
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