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RLUEX vs VTSMX
RLUEX vs VTSMX Comparison
Open Charts RLUEX vs VTSMX
Lazard US Equity Concentrated R6
Price$13.06
Change+$0.12 (+0.93%)
VolumeN/A
Net Assets40.78M
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
RLUEX vs VTSMX Comparison Chart in %
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RLUEX vs. VTSMX commentary
Oct 21, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. RLUEX (40.8M). VTSMX pays higher dividends than RLUEX: VTSMX (1.04) vs RLUEX (0.47). 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 : 14.65 vs. RLUEX (-57.95). VTSMX return over 5 years is better than : 89.76 vs. RLUEX (-74.42).
| 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 | 4.147 | 14.290 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8M | 2.02T | 0% |
| Annual Yield % from dividends | 0.47 | 1.04 | 45% |
| Returns for 1 year | -57.95 | 14.65 | -395% |
| Returns for 3 years | -70.59 | 76.95 | -92% |
| Returns for 5 years | -74.42 | 89.76 | -83% |
| Returns for 10 years | N/A | 222.99 | - |
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