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SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$14.63
Change+$0.06 (+0.41%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.11
Change+$0.42 (+0.29%)
VolumeN/A
CapitalizationN/A
SUSTX vs VTSAX Comparison Chart
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SUSTX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SUSTX (12.9M). VTSAX pays higher dividends than SUSTX: VTSAX (1.35) vs SUSTX (0.92). SUSTX was incepted earlier than VTSAX: SUSTX (4 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 : 24.75 vs. SUSTX (5.03).
| SUSTX | VTSAX | SUSTX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 24 years | - |
| Gain YTD | 4.506 | 24.395 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9M | 1.84T | 0% |
| Annual Yield % from dividends | 0.92 | 1.35 | 68% |
| Returns for 1 year | 5.03 | 24.75 | 20% |
| Returns for 3 years | -1.22 | 23.32 | -5% |
| Returns for 5 years | N/A | 81.12 | - |
| Returns for 10 years | N/A | 185.34 | - |