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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+$0.09 (+0.61%)
VolumeN/A
Net Assets13.37M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SUSLX vs VTSMX Comparison Chart
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SUSLX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SUSLX (13.4M). VTSMX pays higher dividends than SUSLX: VTSMX (1.26) vs SUSLX (0.69). SUSLX was incepted earlier than VTSMX: SUSLX (5 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 : 25.24 vs. SUSLX (6.30).
| SUSLX | VTSMX | SUSLX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 33 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 | 1.26 | 54% |
| Returns for 1 year | 6.30 | 25.24 | 25% |
| Returns for 3 years | 3.99 | 28.94 | 14% |
| Returns for 5 years | N/A | 76.07 | - |
| Returns for 10 years | N/A | 194.99 | - |
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