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RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$3.63
Change-$0.01 (-0.27%)
VolumeN/A
Net Assets45.03M
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
RLUEX vs VTSAX Comparison Chart
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RLUEX vs. VTSAX commentary
May 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: 1.72T vs. RLUEX (45M). VTSAX pays higher dividends than RLUEX: VTSAX (1.36) vs RLUEX (0.50). RLUEX was incepted earlier than VTSAX: RLUEX (8 years) vs VTSAX (25 years). RLUEX (0.97) 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 : 7.95 vs. RLUEX (-58.70). VTSAX return over 5 years is better than : 89.19 vs. RLUEX (-75.19).
| 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 | 25 years | - |
| Gain YTD | -13.158 | -4.018 | 327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45M | 1.72T | 0% |
| Annual Yield % from dividends | 0.50 | 1.36 | 37% |
| Returns for 1 year | -58.70 | 7.95 | -738% |
| Returns for 3 years | -77.75 | 40.09 | -194% |
| Returns for 5 years | -75.19 | 89.19 | -84% |
| Returns for 10 years | N/A | 165.84 | - |