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SUSLX vs VTSMX
SUSLX vs VTSMX Comparison
Open Charts SUSLX vs VTSMX
Lazard US Sustainable Equity Open
Price$14.78
Change-$0.43 (-2.83%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SUSLX vs VTSMX Comparison Chart
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SUSLX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SUSLX (13.5M). VTSMX pays higher dividends than SUSLX: VTSMX (1.26) vs SUSLX (0.69). SUSLX was incepted earlier than VTSMX: SUSLX (4 years) vs VTSMX (33 years). 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 : 26.90 vs. SUSLX (8.90).
| SUSLX | VTSMX | SUSLX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 7.949 | 26.352 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 1.84T | 0% |
| Annual Yield % from dividends | 0.69 | 1.26 | 54% |
| Returns for 1 year | 8.90 | 26.90 | 33% |
| Returns for 3 years | 1.92 | 27.88 | 7% |
| Returns for 5 years | N/A | 84.16 | - |
| Returns for 10 years | N/A | 192.04 | - |
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