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RLUSX vs VTSMX
RLUSX vs VTSMX Comparison
Open Charts RLUSX vs VTSMX
Lazard US Equity Focus R6
Price$16.01
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets80.95M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
RLUSX vs VTSMX Comparison Chart
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RLUSX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. RLUSX (81M). VTSMX pays higher dividends than RLUSX: VTSMX (1.25) vs RLUSX (0.79). RLUSX was incepted earlier than VTSMX: RLUSX (11 years) vs VTSMX (33 years). RLUSX (0.80) is less costly to investors than VTSMX (0.14). 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 : 7.35 vs. RLUSX (-1.57). VTSMX return over 5 years is better than : 124.42 vs. RLUSX (77.82).
| RLUSX | VTSMX | RLUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.80 | 0.14 | 571% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -2.911 | -4.752 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81M | 1.81T | 0% |
| Annual Yield % from dividends | 0.79 | 1.25 | 63% |
| Returns for 1 year | -1.57 | 7.35 | -21% |
| Returns for 3 years | 6.55 | 21.00 | 31% |
| Returns for 5 years | 77.82 | 124.42 | 63% |
| Returns for 10 years | 38.96 | 166.40 | 23% |