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SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$14.77
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets9.17M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
SUSTX vs VTSAX Comparison Chart
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SUSTX vs. VTSAX commentary
Jun 07, 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: 1.82T vs. SUSTX (9.17M). VTSAX pays higher dividends than SUSTX: VTSAX (1.28) vs SUSTX (0.56). SUSTX was incepted earlier than VTSAX: SUSTX (5 years) vs VTSAX (25 years). SUSTX (1.70) is less costly to investors than VTSAX (0.04). SUSTX is a more actively managed with annual turnover of: 28.00 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 : 10.96 vs. SUSTX (1.48).
| SUSTX | VTSAX | SUSTX / VTSAX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 1.70 | 0.04 | 4,250% |
| Fund Existence | 5 years | 25 years | - |
| Gain YTD | 1.382 | 0.826 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17M | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.28 | 43% |
| Returns for 1 year | 1.48 | 10.96 | 13% |
| Returns for 3 years | 15.63 | 40.35 | 39% |
| Returns for 5 years | N/A | 80.95 | - |
| Returns for 10 years | N/A | 180.53 | - |
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