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RLUSX vs VTSMX
RLUSX vs VTSMX Comparison
Open Charts RLUSX vs VTSMX
Lazard US Equity Focus R6
Price$16.67
Change-$0.22 (-1.30%)
VolumeN/A
Net Assets76.26M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
RLUSX vs VTSMX Comparison Chart
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RLUSX vs. VTSMX commentary
Jun 16, 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 RLUSX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. RLUSX (76.3M). VTSMX pays higher dividends than RLUSX: VTSMX (1.18) vs RLUSX (0.76). RLUSX was incepted earlier than VTSMX: RLUSX (11 years) vs VTSMX (33 years). RLUSX (0.77) is less costly to investors than VTSMX (0.14). RLUSX is a more actively managed with annual turnover of: 22.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than RLUSX: VTSMX (3000) vs RLUSX (1000000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. RLUSX (0.58). VTSMX return over 5 years is better than : 91.36 vs. RLUSX (52.44).
| RLUSX | VTSMX | RLUSX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.77 | 0.14 | 550% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 1.092 | 1.349 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 0.58 | 10.06 | 6% |
| Returns for 3 years | 32.36 | 57.59 | 56% |
| Returns for 5 years | 52.44 | 91.36 | 57% |
| Returns for 10 years | 41.15 | 178.92 | 23% |
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