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RLUEX vs VTSMX
RLUEX vs VTSMX Comparison
Open Charts RLUEX vs VTSMX
Lazard US Equity Concentrated R6
Price$13.20
Change-$0.35 (-2.58%)
VolumeN/A
Net Assets40.82M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
RLUEX vs VTSMX Comparison Chart in %
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RLUEX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. RLUEX (40.8M). VTSMX pays higher dividends than RLUEX: VTSMX (1.02) vs RLUEX (0.46). 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 : 13.42 vs. RLUEX (-55.21). VTSMX return over 5 years is better than : 83.98 vs. RLUEX (-74.31).
| 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 | 8.054 | 15.972 | 50% |
| 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 | 2.05T | 0% |
| Annual Yield % from dividends | 0.46 | 1.02 | 45% |
| Returns for 1 year | -55.21 | 13.42 | -411% |
| Returns for 3 years | -71.80 | 68.22 | -105% |
| Returns for 5 years | -74.31 | 83.98 | -88% |
| Returns for 10 years | N/A | 235.40 | - |
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