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SUSLX vs VTSMX
SUSLX vs VTSMX Comparison
Open Charts SUSLX vs VTSMX
Lazard US Sustainable Equity Open
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.14M
Vanguard Total Stock Mkt Idx I
Price$150.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.91T
SUSLX vs VTSMX Comparison Chart in %
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SUSLX vs. VTSMX commentary
Jul 20, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SUSLX (9.14M). VTSMX pays higher dividends than SUSLX: VTSMX (1.12) vs SUSLX (0.31). SUSLX was incepted earlier than VTSMX: SUSLX (5 years) vs VTSMX (33 years). SUSLX (2.62) is less costly to investors than VTSMX (0.14). SUSLX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). SUSLX has a lower initial minimum investment than VTSMX: SUSLX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.47 vs. SUSLX (-1.59). VTSMX return over 5 years is better than : 90.23 vs. SUSLX (46.76).
| SUSLX | VTSMX | SUSLX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 2.62 | 0.14 | 1,871% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 3.039 | 6.762 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14M | 1.91T | 0% |
| Annual Yield % from dividends | 0.31 | 1.12 | 27% |
| Returns for 1 year | -1.59 | 12.47 | -13% |
| Returns for 3 years | 24.69 | 62.18 | 40% |
| Returns for 5 years | 46.76 | 90.23 | 52% |
| Returns for 10 years | N/A | 191.62 | - |
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