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SUSLX vs VFINX
SUSLX vs VFINX Comparison
Open Charts SUSLX vs VFINX
Lazard US Sustainable Equity Open
Price$14.13
Change-$0.34 (-2.35%)
VolumeN/A
Net Assets12.62M
Vanguard 500 Index Investor
Price$519.36
Change-$14.30 (-2.68%)
VolumeN/A
Net Assets1.4T
SUSLX vs VFINX Comparison Chart
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SUSLX vs. VFINX commentary
Mar 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 SUSLX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. SUSLX (12.6M). VFINX pays higher dividends than SUSLX: VFINX (1.12) vs SUSLX (0.31). SUSLX was incepted earlier than VFINX: SUSLX (5 years) vs VFINX (49 years). SUSLX (2.80) is less costly to investors than VFINX (0.14). SUSLX is a more actively managed with annual turnover of: 34.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUSLX: VFINX (0) vs SUSLX (2500). VFINX annual gain was more profitable for investors over the last year : 11.93 vs. SUSLX (-1.71).
| SUSLX | VFINX | SUSLX / VFINX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 2.80 | 0.14 | 2,000% |
| Fund Existence | 5 years | 49 years | - |
| Gain YTD | -0.069 | -1.691 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6M | 1.4T | 0% |
| Annual Yield % from dividends | 0.31 | 1.12 | 28% |
| Returns for 1 year | -1.71 | 11.93 | -14% |
| Returns for 3 years | 12.07 | 38.44 | 31% |
| Returns for 5 years | N/A | 94.09 | - |
| Returns for 10 years | N/A | 182.32 | - |
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