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RLUSX vs VTSMX
RLUSX vs VTSMX Comparison
Open Charts RLUSX vs VTSMX
Lazard US Equity Focus R6
Price$16.88
Change+$0.13 (+0.78%)
VolumeN/A
Net Assets95.37M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
RLUSX vs VTSMX Comparison Chart
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RLUSX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. RLUSX (95.4M). 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 : 25.24 vs. RLUSX (10.95). VTSMX return over 5 years is better than : 76.07 vs. RLUSX (40.24).
| 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 | 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 | 1.26 | 63% |
| Returns for 1 year | 10.95 | 25.24 | 43% |
| Returns for 3 years | 13.37 | 28.94 | 46% |
| Returns for 5 years | 40.24 | 76.07 | 53% |
| Returns for 10 years | 50.29 | 194.99 | 26% |
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