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SUSTX vs VTSMX
SUSTX vs VTSMX Comparison
Open Charts SUSTX vs VTSMX
Lazard US Sustainable Equity Inst
Price$14.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.2M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SUSTX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SUSTX (9.2M). 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 : 17.75 vs. SUSTX (1.10). VTSMX return over 5 years is better than : 93.51 vs. SUSTX (47.72).
| 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 | 3.085 | 8.287 | 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 | 1.12 | 48% |
| Returns for 1 year | 1.10 | 17.75 | 6% |
| Returns for 3 years | 21.31 | 60.60 | 35% |
| Returns for 5 years | 47.72 | 93.51 | 51% |
| Returns for 10 years | N/A | 200.97 | - |
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