Interact to see
Advertisement
Advertisement
SUSTX vs VITSX
SUSTX vs VITSX Comparison
Open Charts SUSTX vs VITSX
Lazard US Sustainable Equity Inst
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.2M
Vanguard Total Stock Market Idx I
Price$152.68
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SUSTX vs VITSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.91T vs. SUSTX (9.2M). VITSX pays higher dividends than SUSTX: VITSX (1.22) vs SUSTX (0.54). SUSTX was incepted earlier than VITSX: SUSTX (5 years) vs VITSX (28 years). SUSTX (1.70) is less costly to investors than VITSX (0.03). SUSTX is a more actively managed with annual turnover of: 28.00 vs. VITSX (2.00). SUSTX has a lower initial minimum investment than VITSX: SUSTX (10000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 17.76 vs. SUSTX (1.10). VITSX return over 5 years is better than : 93.55 vs. SUSTX (47.72).
| SUSTX | VITSX | SUSTX / VITSX | |
| Total Expense Ratio | 0.75 | 0.03 | 2,500% |
| Annual Report Gross Expense Ratio | 1.70 | 0.03 | 5,667% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 3.085 | 8.295 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.54 | 1.22 | 44% |
| Returns for 1 year | 1.10 | 17.76 | 6% |
| Returns for 3 years | 21.31 | 60.63 | 35% |
| Returns for 5 years | 47.72 | 93.55 | 51% |
| Returns for 10 years | N/A | 201.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement