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SUSTX vs VFIAX
SUSTX vs VFIAX Comparison
Open Charts SUSTX vs VFIAX
Lazard US Sustainable Equity Inst
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.15
Change+$2.29 (+0.42%)
VolumeN/A
CapitalizationN/A
SUSTX vs VFIAX Comparison Chart
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SUSTX vs. VFIAX commentary
Dec 24, 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 SUSTX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. SUSTX (12.9M). VFIAX pays higher dividends than SUSTX: VFIAX (1.32) vs SUSTX (0.92). SUSTX was incepted earlier than VFIAX: SUSTX (4 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 : 26.15 vs. SUSTX (5.03).
| SUSTX | VFIAX | SUSTX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 4.506 | 25.712 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 1.37T | 0% |
| Annual Yield % from dividends | 0.92 | 1.32 | 70% |
| Returns for 1 year | 5.03 | 26.15 | 19% |
| Returns for 3 years | -1.22 | 26.91 | -5% |
| Returns for 5 years | N/A | 86.09 | - |
| Returns for 10 years | N/A | 187.42 | - |
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