Interact to see
Advertisement
Advertisement
RLUEX vs VTSAX
RLUEX vs VTSAX Comparison
Open Charts RLUEX vs VTSAX
Lazard US Equity Concentrated R6
Price$13.74
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets36.29M
Vanguard Total Stock Mkt Idx Adm
Price$165.43
Change+$0.52 (+0.32%)
VolumeN/A
Net Assets2.06T
RLUEX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLUEX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. RLUEX (36.3M). VTSAX pays higher dividends than RLUEX: VTSAX (1.11) vs RLUEX (0.45). RLUEX was incepted earlier than VTSAX: RLUEX (9 years) vs VTSAX (25 years). RLUEX (0.89) is less costly to investors than VTSAX (0.04). RLUEX is a more actively managed with annual turnover of: 146.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than RLUEX: VTSAX (3000) vs RLUEX (1000000). VTSAX annual gain was more profitable for investors over the last year : 14.43 vs. RLUEX (6.76). VTSAX return over 5 years is better than : 76.83 vs. RLUEX (-74.10).
| RLUEX | VTSAX | RLUEX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 9.569 | 17.379 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 2.06T | 0% |
| Annual Yield % from dividends | 0.45 | 1.11 | 41% |
| Returns for 1 year | 6.76 | 14.43 | 47% |
| Returns for 3 years | -69.11 | 78.05 | -89% |
| Returns for 5 years | -74.10 | 76.83 | -96% |
| Returns for 10 years | N/A | 235.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement