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RLUEX vs VSMPX
RLUEX vs VSMPX Comparison
Open Charts RLUEX vs VSMPX
Lazard US Equity Concentrated R6
Price$11.22
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets40.76M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
RLUEX vs VSMPX Comparison Chart
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RLUEX vs. VSMPX commentary
May 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. RLUEX (40.8M). VSMPX pays higher dividends than RLUEX: VSMPX (1.37) vs RLUEX (1.29). RLUEX was incepted earlier than VSMPX: RLUEX (9 years) vs VSMPX (10 years). RLUEX (0.94) is less costly to investors than VSMPX (0.02). RLUEX is a more actively managed with annual turnover of: 146.00 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 : 9.52 vs. RLUEX (-58.15). VSMPX return over 5 years is better than : 92.99 vs. RLUEX (-74.99).
| RLUEX | VSMPX | RLUEX / VSMPX | |
| Total Expense Ratio | 0.80 | 0.02 | 4,000% |
| Annual Report Gross Expense Ratio | 0.94 | 0.02 | 4,700% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -10.526 | -0.966 | 1,089% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 1.72T | 0% |
| Annual Yield % from dividends | 1.29 | 1.37 | 94% |
| Returns for 1 year | -58.15 | 9.52 | -611% |
| Returns for 3 years | -77.52 | 44.82 | -173% |
| Returns for 5 years | -74.99 | 92.99 | -81% |
| Returns for 10 years | N/A | 161.82 | - |