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SUSTX vs VFINX
SUSTX vs VFINX Comparison
Open Charts SUSTX vs VFINX
Lazard US Sustainable Equity Inst
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.24
Change+$2.41 (+0.44%)
VolumeN/A
CapitalizationN/A
SUSTX vs VFINX Comparison Chart
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SUSTX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SUSTX (12.9M). VFINX pays higher dividends than SUSTX: VFINX (1.24) vs SUSTX (0.92). SUSTX was incepted earlier than VFINX: SUSTX (4 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 : 26.11 vs. SUSTX (5.03).
| SUSTX | VFINX | SUSTX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 48 years | - |
| Gain YTD | 4.506 | 25.680 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 1.37T | 0% |
| Annual Yield % from dividends | 0.92 | 1.24 | 74% |
| Returns for 1 year | 5.03 | 26.11 | 19% |
| Returns for 3 years | -1.22 | 26.88 | -5% |
| Returns for 5 years | N/A | 86.05 | - |
| Returns for 10 years | N/A | 187.38 | - |
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