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SUSLX vs VTSAX
SUSLX vs VTSAX Comparison
Open Charts SUSLX vs VTSAX
Lazard US Sustainable Equity Open
Price$14.78
Change+$0.09 (+0.61%)
VolumeN/A
Net Assets13.37M
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SUSLX vs VTSAX Comparison Chart
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SUSLX vs. VTSAX commentary
Jan 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SUSLX (13.4M). VTSAX pays higher dividends than SUSLX: VTSAX (1.35) vs SUSLX (0.69). SUSLX was incepted earlier than VTSAX: SUSLX (5 years) vs VTSAX (24 years). SUSLX is a more actively managed with annual turnover of: 34.00 vs. VTSAX (2.00). SUSLX has a lower initial minimum investment than VTSAX: SUSLX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 25.26 vs. SUSLX (6.30).
| SUSLX | VTSAX | SUSLX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 2.072 | 2.241 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.69 | 1.35 | 51% |
| Returns for 1 year | 6.30 | 25.26 | 25% |
| Returns for 3 years | 3.99 | 28.96 | 14% |
| Returns for 5 years | N/A | 76.10 | - |
| Returns for 10 years | N/A | 195.63 | - |
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