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RLUSX vs VTSMX
RLUSX vs VTSMX Comparison
Open Charts RLUSX vs VTSMX
Lazard US Equity Focus R6
Price$16.71
Change+$0.15 (+0.91%)
VolumeN/A
Net Assets79.84M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
RLUSX vs VTSMX Comparison Chart
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RLUSX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. RLUSX (79.8M). VTSMX pays higher dividends than RLUSX: VTSMX (1.18) vs RLUSX (0.76). 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 : 10.96 vs. RLUSX (1.25). VTSMX return over 5 years is better than : 80.94 vs. RLUSX (45.72).
| 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 | 1.334 | 0.817 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 1.25 | 10.96 | 11% |
| Returns for 3 years | 20.53 | 40.34 | 51% |
| Returns for 5 years | 45.72 | 80.94 | 56% |
| Returns for 10 years | 42.61 | 179.94 | 24% |
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