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RLUEX vs VSTSX
RLUEX vs VSTSX Comparison
Open Charts RLUEX vs VSTSX
Lazard US Equity Concentrated R6
Price$3.72
Change-$0.14 (-3.63%)
VolumeN/A
Net Assets51.7M
Vanguard Total Stock Mkt Idx Instl Sel
Price$264.16
Change-$7.53 (-2.77%)
VolumeN/A
Net Assets1.81T
RLUEX vs VSTSX Comparison Chart
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RLUEX vs. VSTSX commentary
Mar 11, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. RLUEX (51.7M). VSTSX pays higher dividends than RLUEX: VSTSX (1.25) vs RLUEX (0.47). RLUEX was incepted earlier than VSTSX: RLUEX (8 years) vs VSTSX (9 years). RLUEX (0.97) is less costly to investors than VSTSX (0.01). 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 : 10.86 vs. RLUEX (-55.58). VSTSX return over 5 years is better than : 88.93 vs. RLUEX (-74.76).
| RLUEX | VSTSX | RLUEX / VSTSX | |
| Total Expense Ratio | 0.76 | 0.01 | 7,600% |
| Annual Report Gross Expense Ratio | 0.97 | 0.01 | 9,700% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -7.656 | -2.164 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 1.81T | 0% |
| Annual Yield % from dividends | 0.47 | 1.25 | 37% |
| Returns for 1 year | -55.58 | 10.86 | -512% |
| Returns for 3 years | -77.24 | 35.32 | -219% |
| Returns for 5 years | -74.76 | 88.93 | -84% |
| Returns for 10 years | N/A | N/A | - |
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