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SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$15.23
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets9.38M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SUSTX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SUSTX (9.38M). 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 : 13.89 vs. SUSTX (3.50). VTSAX return over 5 years is better than : 95.62 vs. SUSTX (56.23).
| 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 | 5.252 | 6.416 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.38M | 1.82T | 0% |
| Annual Yield % from dividends | 0.54 | 1.21 | 45% |
| Returns for 1 year | 3.50 | 13.89 | 25% |
| Returns for 3 years | 27.30 | 62.12 | 44% |
| Returns for 5 years | 56.23 | 95.62 | 59% |
| Returns for 10 years | N/A | 198.69 | - |
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