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SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$15.16
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets13.63M
Vanguard Total Stock Mkt Idx Adm
Price$147.07
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
SUSTX vs VTSAX Comparison Chart
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SUSTX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SUSTX (13.6M). VTSAX pays higher dividends than SUSTX: VTSAX (1.35) vs SUSTX (0.92). SUSTX was incepted earlier than VTSAX: SUSTX (5 years) vs VTSAX (24 years). 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 : 24.81 vs. SUSTX (7.05).
| SUSTX | VTSAX | SUSTX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 4.008 | 3.751 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.6M | 1.78T | 0% |
| Annual Yield % from dividends | 0.92 | 1.35 | 68% |
| Returns for 1 year | 7.05 | 24.81 | 28% |
| Returns for 3 years | 9.97 | 36.41 | 27% |
| Returns for 5 years | N/A | 80.57 | - |
| Returns for 10 years | N/A | 195.45 | - |
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