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RLUSX vs VTSAX
RLUSX vs VTSAX Comparison
Open Charts RLUSX vs VTSAX
Lazard US Equity Focus R6
Price$16.88
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets95.37M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
RLUSX vs VTSAX Comparison Chart
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RLUSX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. RLUSX (95.4M). VTSAX pays higher dividends than RLUSX: VTSAX (1.35) vs RLUSX (0.80). RLUSX was incepted earlier than VTSAX: RLUSX (11 years) vs VTSAX (24 years). RLUSX is a more actively managed with annual turnover of: 38.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than RLUSX: VTSAX (3000) vs RLUSX (1000000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. RLUSX (10.95). VTSAX return over 5 years is better than : 76.10 vs. RLUSX (40.24).
| RLUSX | VTSAX | RLUSX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.365 | 2.241 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.80 | 1.35 | 59% |
| Returns for 1 year | 10.95 | 25.26 | 43% |
| Returns for 3 years | 13.37 | 28.96 | 46% |
| Returns for 5 years | 40.24 | 76.10 | 53% |
| Returns for 10 years | 50.29 | 195.63 | 26% |
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