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RLUSX vs VTSMX
RLUSX vs VTSMX Comparison
Open Charts RLUSX vs VTSMX
Lazard US Equity Focus R6
Price$15.46
Change+$0.34 (+2.25%)
VolumeN/A
Net Assets76.14M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
RLUSX vs VTSMX Comparison Chart
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RLUSX vs. VTSMX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. RLUSX (76.1M). 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 : 5.27 vs. RLUSX (-3.54). VTSMX return over 5 years is better than : 86.77 vs. RLUSX (51.12).
| 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 | -6.246 | -9.023 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.1M | 1.7T | 0% |
| Annual Yield % from dividends | 0.79 | 1.25 | 63% |
| Returns for 1 year | -3.54 | 5.27 | -67% |
| Returns for 3 years | 7.87 | 22.56 | 35% |
| Returns for 5 years | 51.12 | 86.77 | 59% |
| Returns for 10 years | 32.26 | 150.14 | 21% |
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