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FXAIX vs SUSTX
FXAIX vs SUSTX Comparison
Open Charts FXAIX vs SUSTX
Lazard US Sustainable Equity Inst
Price$14.77
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets9.17M
FXAIX vs SUSTX Comparison Chart
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FXAIX vs. SUSTX commentary
Jun 07, 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 FXAIX is a Buy and SUSTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. SUSTX (9.17M). FXAIX pays higher dividends than SUSTX: FXAIX (1.26) vs SUSTX (0.56). FXAIX was incepted earlier than SUSTX: FXAIX (14 years) vs SUSTX (5 years). SUSTX (1.70) is less costly to investors than FXAIX (0.01). SUSTX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SUSTX: FXAIX (0) vs SUSTX (10000). FXAIX annual gain was more profitable for investors over the last year : 12.43 vs. SUSTX (1.48).
| FXAIX | SUSTX | FXAIX / SUSTX | |
| Total Expense Ratio | 0.01 | 0.75 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.70 | 1% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 1.537 | 1.382 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 9.17M | 6,914,604% |
| Annual Yield % from dividends | 1.26 | 0.56 | 226% |
| Returns for 1 year | 12.43 | 1.48 | 842% |
| Returns for 3 years | 49.35 | 15.63 | 316% |
| Returns for 5 years | 100.49 | N/A | - |
| Returns for 10 years | 212.02 | N/A | - |
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