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RLUSX vs VFIAX
RLUSX vs VFIAX Comparison
Open Charts RLUSX vs VFIAX
Lazard US Equity Focus R6
Price$17.91
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets80.9M
Vanguard 500 Index Admiral
Price$612.09
Change+$3.01 (+0.49%)
VolumeN/A
Net Assets1.37T
RLUSX vs VFIAX Comparison Chart in %
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RLUSX vs. VFIAX commentary
Sep 16, 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 RLUSX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. RLUSX (80.9M). VFIAX pays higher dividends than RLUSX: VFIAX (1.16) vs RLUSX (0.71). RLUSX was incepted earlier than VFIAX: RLUSX (11 years) vs VFIAX (25 years). RLUSX (0.77) is less costly to investors than VFIAX (0.04). RLUSX is a more actively managed with annual turnover of: 22.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than RLUSX: VFIAX (3000) vs RLUSX (1000000). VFIAX annual gain was more profitable for investors over the last year : 17.08 vs. RLUSX (3.25). VFIAX return over 5 years is better than : 94.48 vs. RLUSX (47.94).
| RLUSX | VFIAX | RLUSX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.77 | 0.04 | 1,925% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 8.247 | 12.244 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.9M | 1.37T | 0% |
| Annual Yield % from dividends | 0.71 | 1.16 | 61% |
| Returns for 1 year | 3.25 | 17.08 | 19% |
| Returns for 3 years | 36.64 | 69.96 | 52% |
| Returns for 5 years | 47.94 | 94.48 | 51% |
| Returns for 10 years | 62.57 | 237.83 | 26% |
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