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RLUEX vs VTSMX
RLUEX vs VTSMX Comparison
Open Charts RLUEX vs VTSMX
Lazard US Equity Concentrated R6
Price$12.66
Change+$0.16 (+1.28%)
VolumeN/A
Net Assets40.73M
Vanguard Total Stock Mkt Idx I
Price$155.77
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
RLUEX vs VTSMX Comparison Chart in %
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RLUEX vs. VTSMX commentary
Aug 30, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RLUEX (40.7M). VTSMX pays higher dividends than RLUEX: VTSMX (1.09) 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 : 15.91 vs. RLUEX (-56.26). VTSMX return over 5 years is better than : 80.22 vs. RLUEX (-75.27).
| 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 | -0.319 | 10.125 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.7M | 1.91T | 0% |
| Annual Yield % from dividends | 0.47 | 1.09 | 43% |
| Returns for 1 year | -56.26 | 15.91 | -354% |
| Returns for 3 years | -74.41 | 58.13 | -128% |
| Returns for 5 years | -75.27 | 80.22 | -94% |
| Returns for 10 years | N/A | 223.55 | - |
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