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SUSLX vs VTSMX
SUSLX vs VTSMX Comparison
Open Charts SUSLX vs VTSMX
Lazard US Sustainable Equity Open
Price$14.09
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets9M
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SUSLX vs VTSMX Comparison Chart
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SUSLX vs. VTSMX commentary
Apr 03, 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: 1.81T vs. SUSLX (9M). VTSMX pays higher dividends than SUSLX: VTSMX (1.25) vs SUSLX (0.33). SUSLX was incepted earlier than VTSMX: SUSLX (5 years) vs VTSMX (33 years). SUSLX (2.80) is less costly to investors than VTSMX (0.14). SUSLX is a more actively managed with annual turnover of: 34.00 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 : 6.05 vs. SUSLX (-3.26).
| SUSLX | VTSMX | SUSLX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 2.80 | 0.14 | 2,000% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | -3.246 | -5.128 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9M | 1.81T | 0% |
| Annual Yield % from dividends | 0.33 | 1.25 | 26% |
| Returns for 1 year | -3.26 | 6.05 | -54% |
| Returns for 3 years | 0.67 | 20.52 | 3% |
| Returns for 5 years | N/A | 119.80 | - |
| Returns for 10 years | N/A | 165.35 | - |