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SUSLX vs VFINX
SUSLX vs VFINX Comparison
Open Charts SUSLX vs VFINX
Lazard US Sustainable Equity Open
Price$14.78
Change-$0.43 (-2.83%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
SUSLX vs VFINX Comparison Chart
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SUSLX vs. VFINX commentary
Dec 19, 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 SUSLX is a Buy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SUSLX (13.5M). VFINX pays higher dividends than SUSLX: VFINX (1.24) vs SUSLX (0.69). SUSLX was incepted earlier than VFINX: SUSLX (4 years) vs VFINX (48 years). 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 : 27.63 vs. SUSLX (8.90).
| SUSLX | VFINX | SUSLX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 48 years | - |
| Gain YTD | 7.949 | 27.275 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 1.37T | 0% |
| Annual Yield % from dividends | 0.69 | 1.24 | 55% |
| Returns for 1 year | 8.90 | 27.63 | 32% |
| Returns for 3 years | 1.92 | 30.99 | 6% |
| Returns for 5 years | N/A | 88.65 | - |
| Returns for 10 years | N/A | 193.62 | - |
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