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SUSTX vs VSMPX
SUSTX vs VSMPX Comparison
Open Charts SUSTX vs VSMPX
Lazard US Sustainable Equity Inst
Price$15.23
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets9.38M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SUSTX vs VSMPX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SUSTX (9.38M). VSMPX pays higher dividends than SUSTX: VSMPX (1.22) vs SUSTX (0.54). SUSTX was incepted earlier than VSMPX: SUSTX (5 years) vs VSMPX (10 years). SUSTX (1.70) is less costly to investors than VSMPX (0.02). SUSTX is a more actively managed with annual turnover of: 28.00 vs. VSMPX (2.00). SUSTX has a lower initial minimum investment than VSMPX: SUSTX (10000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. SUSTX (3.50). VSMPX return over 5 years is better than : 95.69 vs. SUSTX (56.23).
| SUSTX | VSMPX | SUSTX / VSMPX | |
| Total Expense Ratio | 0.75 | 0.02 | 3,750% |
| Annual Report Gross Expense Ratio | 1.70 | 0.02 | 8,500% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 5.252 | 6.426 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.38M | 1.82T | 0% |
| Annual Yield % from dividends | 0.54 | 1.22 | 44% |
| Returns for 1 year | 3.50 | 13.90 | 25% |
| Returns for 3 years | 27.30 | 62.17 | 44% |
| Returns for 5 years | 56.23 | 95.69 | 59% |
| Returns for 10 years | N/A | 189.21 | - |
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