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RLUEX vs VSMPX
RLUEX vs VSMPX Comparison
Open Charts RLUEX vs VSMPX
Lazard US Equity Concentrated R6
Price$12.66
Change+$0.16 (+1.28%)
VolumeN/A
Net Assets40.73M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.34
Change+$1.05 (+0.36%)
VolumeN/A
Net Assets1.91T
RLUEX vs VSMPX Comparison Chart in %
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RLUEX vs. VSMPX commentary
Aug 30, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. RLUEX (40.7M). VSMPX pays higher dividends than RLUEX: VSMPX (1.20) vs RLUEX (0.47). RLUEX was incepted earlier than VSMPX: RLUEX (9 years) vs VSMPX (10 years). RLUEX (0.89) 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 : 15.93 vs. RLUEX (-56.26). VSMPX return over 5 years is better than : 80.29 vs. RLUEX (-75.27).
| RLUEX | VSMPX | RLUEX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 0.89 | 0.02 | 4,450% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -0.319 | 10.147 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.91T | 0% |
| Annual Yield % from dividends | 0.47 | 1.20 | 39% |
| Returns for 1 year | -56.26 | 15.93 | -353% |
| Returns for 3 years | -74.41 | 58.20 | -128% |
| Returns for 5 years | -75.27 | 80.29 | -94% |
| Returns for 10 years | N/A | 213.94 | - |
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