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RLUEX vs VSMPX
RLUEX vs VSMPX Comparison
Open Charts RLUEX vs VSMPX
Lazard US Equity Concentrated R6
Price$4.39
Change+$0.04 (+0.92%)
VolumeN/A
Net Assets62.34M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
RLUEX vs VSMPX Comparison Chart
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RLUEX vs. VSMPX commentary
Jan 19, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. RLUEX (62.3M). VSMPX pays higher dividends than RLUEX: VSMPX (1.36) vs RLUEX (1.10). RLUEX was incepted earlier than VSMPX: RLUEX (8 years) vs VSMPX (10 years). 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 : 25.27 vs. RLUEX (-48.23). VSMPX return over 5 years is better than : 76.14 vs. RLUEX (-74.37).
| RLUEX | VSMPX | RLUEX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 5.024 | 2.245 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 62.3M | 1.78T | 0% |
| Annual Yield % from dividends | 1.10 | 1.36 | 81% |
| Returns for 1 year | -48.23 | 25.27 | -191% |
| Returns for 3 years | -76.05 | 29.00 | -262% |
| Returns for 5 years | -74.37 | 76.14 | -98% |
| Returns for 10 years | N/A | N/A | - |
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