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RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$9.80
Change-$0.40 (-3.92%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RLUEX vs VTSAX Comparison Chart
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RLUEX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. RLUEX (73.4M). 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 : 26.91 vs. RLUEX (-32.31). VTSAX return over 5 years is better than : 84.17 vs. RLUEX (-38.05).
| 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 | 17.919 | 26.390 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 1.84T | 0% |
| Annual Yield % from dividends | 1.10 | 1.35 | 81% |
| Returns for 1 year | -32.31 | 26.91 | -120% |
| Returns for 3 years | -52.12 | 27.89 | -187% |
| Returns for 5 years | -38.05 | 84.17 | -45% |
| Returns for 10 years | N/A | 192.77 | - |
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