Ad is loading...
RLUSX vs VFINX
RLUSX vs VFINX Comparison
Open Charts RLUSX vs VFINX
Lazard US Equity Focus R6
Price$15.19
Change-$0.82 (-5.12%)
VolumeN/A
Net Assets81.6M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
RLUSX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLUSX vs. VFINX commentary
Apr 04, 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 Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. RLUSX (81.6M). VFINX pays higher dividends than RLUSX: VFINX (1.24) vs RLUSX (0.79). RLUSX was incepted earlier than VFINX: RLUSX (11 years) vs VFINX (49 years). RLUSX (0.80) is less costly to investors than VFINX (0.14). RLUSX is a more actively managed with annual turnover of: 38.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than RLUSX: VFINX (0) vs RLUSX (1000000). VFINX annual gain was more profitable for investors over the last year : 8.85 vs. RLUSX (-1.51). VFINX return over 5 years is better than : 127.97 vs. RLUSX (77.82).
| RLUSX | VFINX | RLUSX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | -2.911 | -3.587 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.6M | 1.4T | 0% |
| Annual Yield % from dividends | 0.79 | 1.24 | 64% |
| Returns for 1 year | -1.51 | 8.85 | -17% |
| Returns for 3 years | 6.34 | 23.83 | 27% |
| Returns for 5 years | 77.82 | 127.97 | 61% |
| Returns for 10 years | 37.96 | 173.04 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...