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RLUEX vs VTSMX
RLUEX vs VTSMX Comparison
Open Charts RLUEX vs VTSMX
Lazard US Equity Concentrated R6
Price$13.74
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets36.29M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
RLUEX vs VTSMX Comparison Chart in %
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RLUEX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RLUEX (36.3M). VTSMX pays higher dividends than RLUEX: VTSMX (1.02) vs RLUEX (0.45). RLUEX was incepted earlier than VTSMX: RLUEX (9 years) vs VTSMX (34 years). RLUEX (0.89) is less costly to investors than VTSMX (0.14). RLUEX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than RLUEX: VTSMX (3000) vs RLUEX (1000000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. RLUEX (6.76). VTSMX return over 5 years is better than : 76.81 vs. RLUEX (-74.10).
| RLUEX | VTSMX | RLUEX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 0.89 | 0.14 | 636% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 9.569 | 17.377 | 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 | 1.02 | 44% |
| Returns for 1 year | 6.76 | 14.42 | 47% |
| Returns for 3 years | -69.11 | 78.00 | -89% |
| Returns for 5 years | -74.10 | 76.81 | -96% |
| Returns for 10 years | N/A | 234.96 | - |
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