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RLUEX vs VTSMX
RLUEX vs VTSMX Comparison
Open Charts RLUEX vs VTSMX
Lazard US Equity Concentrated R6
Price$14.26
Change+$1.22 (+9.36%)
VolumeN/A
Net Assets37.25M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
RLUEX vs VTSMX Comparison Chart in %
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RLUEX vs. VTSMX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. RLUEX (37.3M). VTSMX pays higher dividends than RLUEX: VTSMX (1.00) vs RLUEX (0.00). 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 : 14.79 vs. RLUEX (6.58). VTSMX return over 5 years is better than : 68.19 vs. RLUEX (-74.30).
| 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 | 4.545 | 1.373 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.3M | 2.06T | 0% |
| Annual Yield % from dividends | 0.00 | 1.00 | - |
| Returns for 1 year | 6.58 | 14.79 | 44% |
| Returns for 3 years | -70.78 | 63.99 | -111% |
| Returns for 5 years | -74.30 | 68.19 | -109% |
| Returns for 10 years | N/A | 270.18 | - |
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