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RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$12.17
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets40.89M
Vanguard Total Stock Mkt Idx Adm
Price$150.50
Change+$0.91 (+0.61%)
VolumeN/A
Net Assets1.91T
RLUEX vs VTSAX Comparison Chart in %
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RLUEX vs. VTSAX commentary
Jul 18, 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: 1.91T vs. RLUEX (40.9M). VTSAX pays higher dividends than RLUEX: VTSAX (1.21) vs RLUEX (0.47). RLUEX was incepted earlier than VTSAX: RLUEX (9 years) vs VTSAX (25 years). RLUEX (0.89) is less costly to investors than VTSAX (0.04). RLUEX is a more actively managed with annual turnover of: 146.00 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 : 11.80 vs. RLUEX (-57.10). VTSAX return over 5 years is better than : 89.12 vs. RLUEX (-74.80).
| RLUEX | VTSAX | RLUEX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -3.270 | 6.118 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 1.91T | 0% |
| Annual Yield % from dividends | 0.47 | 1.21 | 39% |
| Returns for 1 year | -57.10 | 11.80 | -484% |
| Returns for 3 years | -75.33 | 61.23 | -123% |
| Returns for 5 years | -74.80 | 89.12 | -84% |
| Returns for 10 years | N/A | 190.51 | - |
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