Ad is loading...
SUSTX vs VFIAX
SUSTX vs VFIAX Comparison
Open Charts SUSTX vs VFIAX
Lazard US Sustainable Equity Inst
Price$15.04
Change-$0.08 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SUSTX vs VFIAX Comparison Chart
Loading...
SUSTX vs. VFIAX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. SUSTX (13.4M). 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 : 31.72 vs. SUSTX (19.13).
| 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 | 6.818 | 19.971 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.4M | 1.24T | 0% |
| Annual Yield % from dividends | 0.92 | 1.32 | 70% |
| Returns for 1 year | 19.13 | 31.72 | 60% |
| Returns for 3 years | 6.61 | 30.99 | 21% |
| Returns for 5 years | N/A | 90.47 | - |
| Returns for 10 years | N/A | 190.48 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RYATX | 73.98 | N/A | N/A |
| Rydex NASDAQ-100® A | |||
| BISMX | 19.41 | N/A | N/A |
| Brandes International Small Cap Equity I | |||
| LIMIX | 7.78 | -0.03 | -0.38% |
| Cromwell Tran Sustainable Focus Instl | |||
| ACLAX | 16.96 | -0.09 | -0.53% |
| American Century Mid Cap Value A | |||
| NWZNX | 18.96 | -0.13 | -0.68% |
| Nationwide Loomis All Cap Gr Instl Svc | |||