FXAIX
Price
$207.34
Change
+$1.51 (+0.73%)
Updated
Dec 23 closing price
SUSTX
Price
$14.63
Change
+$0.06 (+0.41%)
Updated
Dec 23 closing price
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FXAIX vs SUSTX

Header iconFXAIX vs SUSTX Comparison
Open Charts FXAIX vs SUSTXBanner chart's image
Fidelity 500 Index
Price$207.34
Change+$1.51 (+0.73%)
VolumeN/A
CapitalizationN/A
Lazard US Sustainable Equity Inst
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
CapitalizationN/A
FXAIX vs SUSTX Comparison Chart
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FXAIX vs. SUSTX commentary
Dec 24, 2024

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 StrongBuy and SUSTX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. SUSTX (12.9M). FXAIX pays higher dividends than SUSTX: FXAIX (1.31) vs SUSTX (0.92). FXAIX was incepted earlier than SUSTX: FXAIX (14 years) vs SUSTX (4 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 : 27.38 vs. SUSTX (5.03).
FXAIXSUSTXFXAIX / SUSTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years4 years-
Gain YTD26.9434.506598%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets632B12.9M4,899,225%
Annual Yield % from dividends1.310.92143%
Returns for 1 year27.385.03545%
Returns for 3 years32.38-1.22-2,660%
Returns for 5 years100.53N/A-
Returns for 10 years211.14N/A-
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