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SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$13.52
Change+$1.06 (+8.51%)
VolumeN/A
Net Assets7.98M
Vanguard Total Stock Mkt Idx Adm
Price$129.87
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
SUSTX vs VTSAX Comparison Chart
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SUSTX vs. VTSAX commentary
Apr 11, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SUSTX (7.98M). VTSAX pays higher dividends than SUSTX: VTSAX (1.35) vs SUSTX (0.58). SUSTX was incepted earlier than VTSAX: SUSTX (5 years) vs VTSAX (24 years). SUSTX (1.66) is less costly to investors than VTSAX (0.04). SUSTX is a more actively managed with annual turnover of: 34.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than SUSTX: VTSAX (3000) vs SUSTX (10000). VTSAX annual gain was more profitable for investors over the last year : -5.42 vs. SUSTX (-14.22).
| SUSTX | VTSAX | SUSTX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 1.66 | 0.04 | 4,150% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | -13.891 | -15.906 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.98M | 1.7T | 0% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | -14.22 | -5.42 | 263% |
| Returns for 3 years | -9.34 | 8.75 | -107% |
| Returns for 5 years | N/A | 75.44 | - |
| Returns for 10 years | N/A | 132.04 | - |