Interact to see
Advertisement
Advertisement
SUSLX vs VTSMX
SUSLX vs VTSMX Comparison
Open Charts SUSLX vs VTSMX
Lazard US Sustainable Equity Open
Price$14.67
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets9.19M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
SUSLX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUSLX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. SUSLX (9.19M). VTSMX pays higher dividends than SUSLX: VTSMX (1.18) 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 : 11.39 vs. SUSLX (1.50).
| 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 | 1.519 | 1.278 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.19M | 1.82T | 0% |
| Annual Yield % from dividends | 0.31 | 1.18 | 27% |
| Returns for 1 year | 1.50 | 11.39 | 13% |
| Returns for 3 years | 16.07 | 42.44 | 38% |
| Returns for 5 years | N/A | 81.77 | - |
| Returns for 10 years | N/A | 181.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement