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RLUSX vs VTSMX
RLUSX vs VTSMX Comparison
Open Charts RLUSX vs VTSMX
Lazard US Equity Focus R6
Price$17.69
Change+$0.18 (+1.03%)
VolumeN/A
Net Assets78.28M
Vanguard Total Stock Mkt Idx I
Price$153.86
Change+$1.92 (+1.26%)
VolumeN/A
Net Assets1.91T
RLUSX vs VTSMX Comparison Chart in %
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RLUSX vs. VTSMX commentary
Aug 13, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. RLUSX (78.3M). VTSMX pays higher dividends than RLUSX: VTSMX (1.09) vs RLUSX (0.72). RLUSX was incepted earlier than VTSMX: RLUSX (11 years) vs VTSMX (33 years). RLUSX (0.77) is less costly to investors than VTSMX (0.14). RLUSX is a more actively managed with annual turnover of: 22.00 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 : 18.96 vs. RLUSX (7.19). VTSMX return over 5 years is better than : 83.27 vs. RLUSX (46.97).
| RLUSX | VTSMX | RLUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 7.277 | 7.805 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.72 | 1.09 | 66% |
| Returns for 1 year | 7.19 | 18.96 | 38% |
| Returns for 3 years | 22.51 | 45.64 | 49% |
| Returns for 5 years | 46.97 | 83.27 | 56% |
| Returns for 10 years | 52.80 | 199.40 | 26% |
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