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SUSTX vs VFIAX
SUSTX vs VFIAX Comparison
Open Charts SUSTX vs VFIAX
Lazard US Sustainable Equity Inst
Price$15.16
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets13.63M
Vanguard 500 Index Admiral
Price$564.97
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
SUSTX vs VFIAX Comparison Chart
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SUSTX vs. VFIAX commentary
Jan 24, 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 SUSTX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. SUSTX (13.6M). VFIAX pays higher dividends than SUSTX: VFIAX (1.32) vs SUSTX (0.92). SUSTX was incepted earlier than VFIAX: SUSTX (5 years) vs VFIAX (24 years). SUSTX is a more actively managed with annual turnover of: 34.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SUSTX: VFIAX (3000) vs SUSTX (10000). VFIAX annual gain was more profitable for investors over the last year : 25.22 vs. SUSTX (7.05).
| SUSTX | VFIAX | SUSTX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.008 | 3.541 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 1.35T | 0% |
| Annual Yield % from dividends | 0.92 | 1.32 | 70% |
| Returns for 1 year | 7.05 | 25.22 | 28% |
| Returns for 3 years | 9.97 | 38.51 | 26% |
| Returns for 5 years | N/A | 84.80 | - |
| Returns for 10 years | N/A | 197.09 | - |
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