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FXAIX vs SUSTX
FXAIX vs SUSTX Comparison
Open Charts FXAIX vs SUSTX
Lazard US Sustainable Equity Inst
Price$14.97
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets9.2M
FXAIX vs SUSTX Comparison Chart in %
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FXAIX vs. SUSTX commentary
Jul 18, 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: 666B vs. SUSTX (9.2M). FXAIX pays higher dividends than SUSTX: FXAIX (1.20) vs SUSTX (0.54). 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 : 11.62 vs. SUSTX (-2.11). FXAIX return over 5 years is better than : 108.65 vs. SUSTX (48.96).
| 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 | 6.887 | 3.248 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 9.2M | 7,242,279% |
| Annual Yield % from dividends | 1.20 | 0.54 | 222% |
| Returns for 1 year | 11.62 | -2.11 | -551% |
| Returns for 3 years | 69.03 | 24.37 | 283% |
| Returns for 5 years | 108.65 | 48.96 | 222% |
| Returns for 10 years | 222.53 | N/A | - |
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