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RLUSX vs VFINX
RLUSX vs VFINX Comparison
Open Charts RLUSX vs VFINX
Lazard US Equity Focus R6
Price$16.88
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets95.37M
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
RLUSX vs VFINX Comparison Chart
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RLUSX vs. VFINX commentary
Jan 19, 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: 1.35T vs. RLUSX (95.4M). VFINX pays higher dividends than RLUSX: VFINX (1.24) vs RLUSX (0.80). RLUSX was incepted earlier than VFINX: RLUSX (11 years) vs VFINX (48 years). 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 : 25.53 vs. RLUSX (10.95). VFINX return over 5 years is better than : 80.24 vs. RLUSX (40.24).
| RLUSX | VFINX | RLUSX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 48 years | - |
| Gain YTD | 2.365 | 2.006 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 1.35T | 0% |
| Annual Yield % from dividends | 0.80 | 1.24 | 65% |
| Returns for 1 year | 10.95 | 25.53 | 43% |
| Returns for 3 years | 13.37 | 31.14 | 43% |
| Returns for 5 years | 40.24 | 80.24 | 50% |
| Returns for 10 years | 50.29 | 197.00 | 26% |
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