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FXAIX vs SUSTX
FXAIX vs SUSTX Comparison
Open Charts FXAIX vs SUSTX
Lazard US Sustainable Equity Inst
Price$15.16
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets13.63M
FXAIX vs SUSTX Comparison Chart
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FXAIX vs. SUSTX commentary
Jan 24, 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 Hold and SUSTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SUSTX (13.6M). FXAIX pays higher dividends than SUSTX: FXAIX (1.31) vs SUSTX (0.92). FXAIX was incepted earlier than SUSTX: FXAIX (14 years) vs SUSTX (5 years). SUSTX is a more actively managed with annual turnover of: 34.00 vs. FXAIX (3.00). 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 : 26.84 vs. SUSTX (7.05).
| FXAIX | SUSTX | FXAIX / SUSTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 3.541 | 4.008 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 13.6M | 4,551,471% |
| Annual Yield % from dividends | 1.31 | 0.92 | 143% |
| Returns for 1 year | 26.84 | 7.05 | 381% |
| Returns for 3 years | 44.93 | 9.97 | 451% |
| Returns for 5 years | 99.75 | N/A | - |
| Returns for 10 years | 222.59 | N/A | - |
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