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ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$15.17
Change-$0.02 (-0.13%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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ESGIX vs VSMPX Comparison Chart
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ESGIX vs. VSMPX commentary
Sep 21, 2024
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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. ESGIX (65.3M). VSMPX pays higher dividends than ESGIX: VSMPX (1.36) vs ESGIX (0.65). ESGIX was incepted earlier than VSMPX: ESGIX (17 years) vs VSMPX (9 years). ESGIX is a more actively managed with annual turnover of: 60.00 vs. VSMPX (2.00). ESGIX has a lower initial minimum investment than VSMPX: ESGIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 31.58 vs. ESGIX (29.36). VSMPX return over 5 years is better than : 85.73 vs. ESGIX (38.98).
| ESGIX | VSMPX | ESGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 16.026 | 18.661 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.3M | 1.72T | 0% |
| Annual Yield % from dividends | 0.65 | 1.36 | 48% |
| Returns for 1 year | 29.36 | 31.58 | 93% |
| Returns for 3 years | 16.18 | 25.38 | 64% |
| Returns for 5 years | 38.98 | 85.73 | 45% |
| Returns for 10 years | 28.52 | N/A | - |
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