Interact to see
Advertisement
Advertisement
RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$11.64
Change+$0.19 (+1.66%)
VolumeN/A
Net Assets40.76M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
RLUEX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLUEX vs. VTSAX commentary
Jun 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. RLUEX (40.8M). VTSAX pays higher dividends than RLUEX: VTSAX (1.28) vs RLUEX (0.49). RLUEX was incepted earlier than VTSAX: RLUEX (9 years) vs VTSAX (25 years). RLUEX (0.94) 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 : 10.96 vs. RLUEX (-55.89). VTSAX return over 5 years is better than : 80.95 vs. RLUEX (-76.26).
| RLUEX | VTSAX | RLUEX / VTSAX | |
| Total Expense Ratio | 0.80 | 0.04 | 2,000% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -7.177 | 0.826 | -869% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.28 | 38% |
| Returns for 1 year | -55.89 | 10.96 | -510% |
| Returns for 3 years | -77.68 | 40.35 | -193% |
| Returns for 5 years | -76.26 | 80.95 | -94% |
| Returns for 10 years | N/A | 180.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement