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RLUSX vs VTSMX
RLUSX vs VTSMX Comparison
Open Charts RLUSX vs VTSMX
Lazard US Equity Focus R6
Price$17.50
Change-$0.52 (-2.89%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
RLUSX vs VTSMX Comparison Chart
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RLUSX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. RLUSX (96.4M). VTSMX pays higher dividends than RLUSX: VTSMX (1.26) vs RLUSX (0.80). RLUSX was incepted earlier than VTSMX: RLUSX (11 years) vs VTSMX (33 years). RLUSX is a more actively managed with annual turnover of: 38.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than RLUSX: VTSMX (3000) vs RLUSX (1000000). VTSMX annual gain was more profitable for investors over the last year : 26.90 vs. RLUSX (18.27). VTSMX return over 5 years is better than : 84.16 vs. RLUSX (40.62).
| RLUSX | VTSMX | RLUSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 17.089 | 26.352 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.4M | 1.84T | 0% |
| Annual Yield % from dividends | 0.80 | 1.26 | 63% |
| Returns for 1 year | 18.27 | 26.90 | 68% |
| Returns for 3 years | 13.65 | 27.88 | 49% |
| Returns for 5 years | 40.62 | 84.16 | 48% |
| Returns for 10 years | 36.25 | 192.04 | 19% |
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