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ESGIX vs VFIAX
ESGIX vs VFIAX Comparison
Open Charts ESGIX vs VFIAX
Dana Epiphany Equity Inst
Price$17.32
Change+$0.18 (+1.05%)
VolumeN/A
Net Assets74.35M
Vanguard 500 Index Admiral
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
ESGIX vs VFIAX Comparison Chart in %
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ESGIX vs. VFIAX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ESGIX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. ESGIX (74.4M). VFIAX pays higher dividends than ESGIX: VFIAX (1.16) vs ESGIX (0.29). ESGIX was incepted earlier than VFIAX: ESGIX (18 years) vs VFIAX (25 years). ESGIX (1.01) is less costly to investors than VFIAX (0.04). ESGIX is a more actively managed with annual turnover of: 37.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than ESGIX: VFIAX (3000) vs ESGIX (1000000). ESGIX (18.09) and VFIAX (17.85) have marching annual gain over last year. VFIAX return over 5 years is better than : 89.20 vs. ESGIX (65.71).
| ESGIX | VFIAX | ESGIX / VFIAX | |
| Total Expense Ratio | 0.85 | 0.04 | 2,125% |
| Annual Report Gross Expense Ratio | 1.01 | 0.04 | 2,525% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 12.074 | 10.475 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74.4M | 1.37T | 0% |
| Annual Yield % from dividends | 0.29 | 1.16 | 25% |
| Returns for 1 year | 18.09 | 17.85 | 101% |
| Returns for 3 years | 49.10 | 65.90 | 75% |
| Returns for 5 years | 65.71 | 89.20 | 74% |
| Returns for 10 years | 61.90 | 229.08 | 27% |
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