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SUSTX vs VFINX
SUSTX vs VFINX Comparison
Open Charts SUSTX vs VFINX
Lazard US Sustainable Equity Inst
Price$15.16
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets13.63M
Vanguard 500 Index Investor
Price$565.02
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
SUSTX vs VFINX Comparison Chart
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SUSTX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. SUSTX (13.6M). VFINX pays higher dividends than SUSTX: VFINX (1.24) vs SUSTX (0.92). SUSTX was incepted earlier than VFINX: SUSTX (5 years) vs VFINX (48 years). SUSTX is a more actively managed with annual turnover of: 34.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUSTX: VFINX (0) vs SUSTX (10000). VFINX annual gain was more profitable for investors over the last year : 25.21 vs. SUSTX (7.05).
| SUSTX | VFINX | SUSTX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 48 years | - |
| Gain YTD | 4.008 | 3.535 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 1.35T | 0% |
| Annual Yield % from dividends | 0.92 | 1.24 | 74% |
| Returns for 1 year | 7.05 | 25.21 | 28% |
| Returns for 3 years | 9.97 | 38.51 | 26% |
| Returns for 5 years | N/A | 84.81 | - |
| Returns for 10 years | N/A | 197.13 | - |
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