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RLUEX vs VTSMX
RLUEX vs VTSMX Comparison
Open Charts RLUEX vs VTSMX
Lazard US Equity Concentrated R6
Price$13.04
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets41.37M
Vanguard Total Stock Mkt Idx I
Price$160.95
Change-$0.51 (-0.32%)
VolumeN/A
Net Assets2.02T
RLUEX vs VTSMX Comparison Chart in %
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RLUEX vs. VTSMX commentary
Oct 10, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. RLUEX (41.4M). VTSMX pays higher dividends than RLUEX: VTSMX (1.04) vs RLUEX (0.47). RLUEX was incepted earlier than VTSMX: RLUEX (9 years) vs VTSMX (33 years). RLUEX (0.89) is less costly to investors than VTSMX (0.14). RLUEX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than RLUEX: VTSMX (3000) vs RLUEX (1000000). VTSMX annual gain was more profitable for investors over the last year : 16.70 vs. RLUEX (-56.64). VTSMX return over 5 years is better than : 87.78 vs. RLUEX (-74.59).
| RLUEX | VTSMX | RLUEX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.89 | 0.14 | 636% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 3.987 | 14.581 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4M | 2.02T | 0% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | -56.64 | 16.70 | -339% |
| Returns for 3 years | -70.32 | 83.83 | -84% |
| Returns for 5 years | -74.59 | 87.78 | -85% |
| Returns for 10 years | N/A | 231.38 | - |
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