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SUSTX vs VTSAX
SUSTX vs VTSAX Comparison
Open Charts SUSTX vs VTSAX
Lazard US Sustainable Equity Inst
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.2M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SUSTX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SUSTX (9.2M). 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 : 17.75 vs. SUSTX (1.10). VTSAX return over 5 years is better than : 93.55 vs. SUSTX (47.72).
| 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 | 3.085 | 8.289 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2M | 1.91T | 0% |
| Annual Yield % from dividends | 0.54 | 1.21 | 45% |
| Returns for 1 year | 1.10 | 17.75 | 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 | 201.64 | - |
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