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RLUEX vs VITSX
RLUEX vs VITSX Comparison
Open Charts RLUEX vs VITSX
Lazard US Equity Concentrated R6
Price$13.81
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets36.48M
Vanguard Total Stock Market Idx I
Price$165.36
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
RLUEX vs VITSX Comparison Chart in %
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RLUEX vs. VITSX commentary
Dec 27, 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 RLUEX is a StrongBuy and VITSX is a Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 2.06T vs. RLUEX (36.5M). VITSX pays higher dividends than RLUEX: VITSX (1.11) vs RLUEX (0.45). RLUEX was incepted earlier than VITSX: RLUEX (9 years) vs VITSX (28 years). RLUEX (0.89) is less costly to investors than VITSX (0.03). RLUEX is a more actively managed with annual turnover of: 146.00 vs. VITSX (2.00). RLUEX has a lower initial minimum investment than VITSX: RLUEX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 14.33 vs. RLUEX (7.30). VITSX return over 5 years is better than : 76.74 vs. RLUEX (-73.97).
| RLUEX | VITSX | RLUEX / VITSX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 0.89 | 0.03 | 2,967% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 10.128 | 17.314 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5M | 2.06T | 0% |
| Annual Yield % from dividends | 0.45 | 1.11 | 41% |
| Returns for 1 year | 7.30 | 14.33 | 51% |
| Returns for 3 years | -68.86 | 78.73 | -87% |
| Returns for 5 years | -73.97 | 76.74 | -96% |
| Returns for 10 years | N/A | 232.84 | - |
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