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SUSTX vs VTSMX
SUSTX vs VTSMX Comparison
Open Charts SUSTX vs VTSMX
Lazard US Sustainable Equity Inst
Price$14.60
Change-$0.26 (-1.75%)
VolumeN/A
Net Assets9.08M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SUSTX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SUSTX (9.08M). VTSMX pays higher dividends than SUSTX: VTSMX (1.18) vs SUSTX (0.56). SUSTX was incepted earlier than VTSMX: SUSTX (5 years) vs VTSMX (33 years). SUSTX (1.70) is less costly to investors than VTSMX (0.14). SUSTX is a more actively managed with annual turnover of: 28.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SUSTX: VTSMX (3000) vs SUSTX (10000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. SUSTX (0.10).
| SUSTX | VTSMX | SUSTX / VTSMX | |
| Total Expense Ratio | 0.75 | 0.14 | 536% |
| Annual Report Gross Expense Ratio | 1.70 | 0.14 | 1,214% |
| Fund Existence | 5 years | 33 years | - |
| Gain YTD | 0.898 | 1.349 | 67% |
| 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 | 1.18 | 47% |
| Returns for 1 year | 0.10 | 10.06 | 1% |
| Returns for 3 years | 26.81 | 57.59 | 47% |
| Returns for 5 years | N/A | 91.36 | - |
| Returns for 10 years | N/A | 178.92 | - |
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