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SUSTX vs VTSMX
SUSTX vs VTSMX Comparison
Open Charts SUSTX vs VTSMX
Lazard US Sustainable Equity Inst
Price$15.23
Change+$0.11 (+0.73%)
VolumeN/A
Net Assets9.38M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SUSTX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SUSTX (9.38M). VTSMX pays higher dividends than SUSTX: VTSMX (1.12) vs SUSTX (0.54). 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 : 13.89 vs. SUSTX (3.50). VTSMX return over 5 years is better than : 95.59 vs. SUSTX (56.23).
| 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 | 5.252 | 6.421 | 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 | 1.12 | 48% |
| Returns for 1 year | 3.50 | 13.89 | 25% |
| Returns for 3 years | 27.30 | 62.08 | 44% |
| Returns for 5 years | 56.23 | 95.59 | 59% |
| Returns for 10 years | N/A | 198.05 | - |
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