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RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$12.69
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets37.83M
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
RLUEX vs VTSAX Comparison Chart in %
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RLUEX vs. VTSAX commentary
Nov 20, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. RLUEX (37.8M). VTSAX pays higher dividends than RLUEX: VTSAX (1.11) vs RLUEX (0.46). 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 : 10.80 vs. RLUEX (-57.25). VTSAX return over 5 years is better than : 77.64 vs. RLUEX (-75.78).
| 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 | 1.196 | 11.966 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.8M | 2.05T | 0% |
| Annual Yield % from dividends | 0.46 | 1.11 | 41% |
| Returns for 1 year | -57.25 | 10.80 | -530% |
| Returns for 3 years | -73.34 | 63.88 | -115% |
| Returns for 5 years | -75.78 | 77.64 | -98% |
| Returns for 10 years | N/A | 214.45 | - |
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