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RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$3.35
Change+$0.05 (+1.52%)
VolumeN/A
Net Assets42.38M
Vanguard Total Stock Mkt Idx Adm
Price$127.49
Change+$2.22 (+1.77%)
VolumeN/A
Net Assets1.7T
RLUEX vs VTSAX Comparison Chart
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RLUEX vs. VTSAX commentary
Apr 12, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. RLUEX (42.4M). VTSAX pays higher dividends than RLUEX: VTSAX (1.35) vs RLUEX (0.49). RLUEX was incepted earlier than VTSAX: RLUEX (8 years) vs VTSAX (24 years). RLUEX (0.97) is less costly to investors than VTSAX (0.04). 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 : 0.31 vs. RLUEX (-62.75). VTSAX return over 5 years is better than : 85.36 vs. RLUEX (-76.66).
| RLUEX | VTSAX | RLUEX / VTSAX | |
| Total Expense Ratio | 0.76 | 0.04 | 1,900% |
| Annual Report Gross Expense Ratio | 0.97 | 0.04 | 2,425% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -21.053 | -11.147 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4M | 1.7T | 0% |
| Annual Yield % from dividends | 0.49 | 1.35 | 37% |
| Returns for 1 year | -62.75 | 0.31 | -20,192% |
| Returns for 3 years | -81.50 | 17.02 | -479% |
| Returns for 5 years | -76.66 | 85.36 | -90% |
| Returns for 10 years | N/A | 145.82 | - |