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SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$14.60
Change-$0.26 (-1.75%)
VolumeN/A
Net Assets9.08M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SUSTX vs VTSAX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SUSTX (9.08M). VTSAX pays higher dividends than SUSTX: VTSAX (1.28) vs SUSTX (0.56). 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 : 10.07 vs. SUSTX (0.10).
| 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 | 0.898 | 1.365 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08M | 1.82T | 0% |
| Annual Yield % from dividends | 0.56 | 1.28 | 43% |
| Returns for 1 year | 0.10 | 10.07 | 1% |
| Returns for 3 years | 26.81 | 57.61 | 47% |
| Returns for 5 years | N/A | 91.40 | - |
| Returns for 10 years | N/A | 179.53 | - |
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