Ad is loading...
FXAIX vs SUSTX
FXAIX vs SUSTX Comparison
Open Charts FXAIX vs SUSTX
Lazard US Sustainable Equity Inst
Price$13.52
Change+$1.06 (+8.51%)
VolumeN/A
Net Assets7.98M
FXAIX vs SUSTX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. SUSTX commentary
Apr 11, 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: 598B vs. SUSTX (7.98M). FXAIX pays higher dividends than SUSTX: FXAIX (1.30) vs SUSTX (0.58). FXAIX was incepted earlier than SUSTX: FXAIX (14 years) vs SUSTX (5 years). SUSTX (1.66) is less costly to investors than FXAIX (0.01). SUSTX is a more actively managed with annual turnover of: 34.00 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 : -3.10 vs. SUSTX (-14.22).
| FXAIX | SUSTX | FXAIX / SUSTX | |
| Total Expense Ratio | 0.01 | 0.75 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 1.66 | 1% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -15.000 | -13.891 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 7.98M | 7,489,980% |
| Annual Yield % from dividends | 1.30 | 0.58 | 225% |
| Returns for 1 year | -3.10 | -14.22 | 22% |
| Returns for 3 years | 16.20 | -9.34 | -173% |
| Returns for 5 years | 92.75 | N/A | - |
| Returns for 10 years | 159.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...