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RLUEX vs VSTSX
RLUEX vs VSTSX Comparison
Open Charts RLUEX vs VSTSX
Lazard US Equity Concentrated R6
Price$9.80
Change-$0.40 (-3.92%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Sel
Price$278.22
Change-$9.02 (-3.14%)
VolumeN/A
CapitalizationN/A
RLUEX vs VSTSX Comparison Chart
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RLUEX vs. VSTSX commentary
Dec 19, 2024
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 VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.84T vs. RLUEX (73.4M). VSTSX pays higher dividends than RLUEX: VSTSX (1.36) vs RLUEX (1.10). RLUEX was incepted earlier than VSTSX: RLUEX (8 years) vs VSTSX (8 years). RLUEX is a more actively managed with annual turnover of: 81.00 vs. VSTSX (2.00). RLUEX has a lower initial minimum investment than VSTSX: RLUEX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 26.94 vs. RLUEX (-32.31). VSTSX return over 5 years is better than : 84.26 vs. RLUEX (-38.05).
| RLUEX | VSTSX | RLUEX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 8 years | - |
| Gain YTD | 17.919 | 26.417 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.84T | 0% |
| Annual Yield % from dividends | 1.10 | 1.36 | 81% |
| Returns for 1 year | -32.31 | 26.94 | -120% |
| Returns for 3 years | -52.12 | 27.95 | -186% |
| Returns for 5 years | -38.05 | 84.26 | -45% |
| Returns for 10 years | N/A | N/A | - |
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