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RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$4.27
Change-$0.11 (-2.51%)
VolumeN/A
Net Assets61.13M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
RLUEX vs VTSAX Comparison Chart
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RLUEX vs. VTSAX commentary
Feb 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. RLUEX (61.1M). VTSAX pays higher dividends than RLUEX: VTSAX (1.35) vs RLUEX (1.10). RLUEX was incepted earlier than VTSAX: RLUEX (8 years) vs VTSAX (24 years). RLUEX is a more actively managed with annual turnover of: 81.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than RLUEX: VTSAX (3000) vs RLUEX (1000000). VTSAX annual gain was more profitable for investors over the last year : 17.60 vs. RLUEX (-50.58). VTSAX return over 5 years is better than : 74.84 vs. RLUEX (-74.97).
| RLUEX | VTSAX | RLUEX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 2.153 | 2.127 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.1M | 1.84T | 0% |
| Annual Yield % from dividends | 1.10 | 1.35 | 81% |
| Returns for 1 year | -50.58 | 17.60 | -287% |
| Returns for 3 years | -75.37 | 36.79 | -205% |
| Returns for 5 years | -74.97 | 74.84 | -100% |
| Returns for 10 years | N/A | 180.79 | - |
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