Ad is loading...
SUSTX vs VFIAX
SUSTX vs VFIAX Comparison
Open Charts SUSTX vs VFIAX
Lazard US Sustainable Equity Inst
Price$14.83
Change-$0.23 (-1.53%)
VolumeN/A
Net Assets13.45M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
SUSTX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUSTX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SUSTX (13.5M). 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 : 18.28 vs. SUSTX (1.81).
| 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 | 2.488 | 2.414 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 1.41T | 0% |
| Annual Yield % from dividends | 0.92 | 1.32 | 70% |
| Returns for 1 year | 1.81 | 18.28 | 10% |
| Returns for 3 years | 12.05 | 39.78 | 30% |
| Returns for 5 years | N/A | 80.17 | - |
| Returns for 10 years | N/A | 184.37 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...