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RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$12.80
Change+$0.10 (+0.79%)
VolumeN/A
Net Assets42.26M
Vanguard Total Stock Mkt Idx Adm
Price$151.48
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
RLUEX vs VTSAX Comparison Chart in %
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RLUEX vs. VTSAX commentary
Aug 07, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. RLUEX (42.3M). VTSAX pays higher dividends than RLUEX: VTSAX (1.18) 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 : 20.03 vs. RLUEX (-51.16). VTSAX return over 5 years is better than : 82.75 vs. RLUEX (-73.77).
| 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 | 2.073 | 6.764 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.47 | 1.18 | 39% |
| Returns for 1 year | -51.16 | 20.03 | -255% |
| Returns for 3 years | -75.72 | 49.26 | -154% |
| Returns for 5 years | -73.77 | 82.75 | -89% |
| Returns for 10 years | N/A | 199.32 | - |
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