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SUSLX vs VTSMX
SUSLX vs VTSMX Comparison
Open Charts SUSLX vs VTSMX
Lazard US Sustainable Equity Open
Price$14.60
Change-$0.25 (-1.68%)
VolumeN/A
Net Assets9.08M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SUSLX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SUSLX (9.08M). VTSMX pays higher dividends than SUSLX: VTSMX (1.18) vs SUSLX (0.31). SUSLX was incepted earlier than VTSMX: SUSLX (5 years) vs VTSMX (33 years). SUSLX (2.62) is less costly to investors than VTSMX (0.14). SUSLX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). SUSLX has a lower initial minimum investment than VTSMX: SUSLX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. SUSLX (-0.08).
| SUSLX | VTSMX | SUSLX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 2.62 | 0.14 | 1,871% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 0.829 | 1.349 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08M | 1.82T | 0% |
| Annual Yield % from dividends | 0.31 | 1.18 | 27% |
| Returns for 1 year | -0.08 | 10.06 | -1% |
| Returns for 3 years | 25.86 | 57.59 | 45% |
| Returns for 5 years | N/A | 91.36 | - |
| Returns for 10 years | N/A | 178.92 | - |
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