Interact to see
Advertisement
Advertisement
SUSTX vs VFIAX
SUSTX vs VFIAX Comparison
Open Charts SUSTX vs VFIAX
Lazard US Sustainable Equity Inst
Price$14.97
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets9.2M
Vanguard 500 Index Admiral
Price$578.27
Change+$1.84 (+0.32%)
VolumeN/A
Net Assets1.49T
SUSTX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SUSTX vs. VFIAX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. SUSTX (9.2M). VFIAX pays higher dividends than SUSTX: VFIAX (1.21) vs SUSTX (0.54). SUSTX was incepted earlier than VFIAX: SUSTX (5 years) vs VFIAX (25 years). SUSTX (1.70) is less costly to investors than VFIAX (0.04). SUSTX is a more actively managed with annual turnover of: 28.00 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 : 10.25 vs. SUSTX (-2.11). VFIAX return over 5 years is better than : 93.80 vs. SUSTX (48.96).
| SUSTX | VFIAX | SUSTX / VFIAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 1.70 | 0.04 | 4,250% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 3.248 | 6.227 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2M | 1.49T | 0% |
| Annual Yield % from dividends | 0.54 | 1.21 | 45% |
| Returns for 1 year | -2.11 | 10.25 | -21% |
| Returns for 3 years | 24.37 | 61.76 | 39% |
| Returns for 5 years | 48.96 | 93.80 | 52% |
| Returns for 10 years | N/A | 193.99 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement