Interact to see
Advertisement
Advertisement
SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$14.97
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets9.2M
Vanguard Total Stock Mkt Idx Adm
Price$149.59
Change+$0.57 (+0.38%)
VolumeN/A
Net Assets1.91T
SUSTX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SUSTX vs. VTSAX commentary
Jul 17, 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: 1.91T vs. SUSTX (9.2M). VTSAX pays higher dividends than SUSTX: VTSAX (1.21) vs SUSTX (0.54). 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 : 9.80 vs. SUSTX (-2.11). VTSAX return over 5 years is better than : 88.40 vs. SUSTX (48.96).
| 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 | 3.248 | 5.714 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.54 | 1.21 | 45% |
| Returns for 1 year | -2.11 | 9.80 | -22% |
| Returns for 3 years | 24.37 | 59.45 | 41% |
| Returns for 5 years | 48.96 | 88.40 | 55% |
| Returns for 10 years | N/A | 189.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement