ESGIX
Price
$17.08
Change
+$0.09 (+0.53%)
Updated
Jul 25 closing price
Net Assets
74.18M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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ESGIX vs VSMPX

Header iconESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPXBanner chart's image
Dana Epiphany Equity Inst
Price$17.08
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets74.18M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
ESGIX vs VSMPX Comparison Chart in %
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ESGIX vs. VSMPX commentary
Jul 26, 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 VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. ESGIX (74.2M). VSMPX pays higher dividends than ESGIX: VSMPX (1.22) vs ESGIX (0.30). ESGIX was incepted earlier than VSMPX: ESGIX (17 years) vs VSMPX (10 years). ESGIX (1.01) is less costly to investors than VSMPX (0.02). ESGIX is a more actively managed with annual turnover of: 37.00 vs. VSMPX (2.00). ESGIX has a lower initial minimum investment than VSMPX: ESGIX (1000000) vs VSMPX (100000000). ESGIX annual gain was more profitable for investors over the last year : 18.62 vs. VSMPX (17.25). VSMPX return over 5 years is better than : 92.76 vs. ESGIX (70.62).
ESGIXVSMPXESGIX / VSMPX
Total Expense Ratio0.850.024,250%
Annual Report Gross Expense Ratio1.010.025,050%
Fund Existence17 years10 years-
Gain YTD10.3497.825132%
Front LoadN/AN/A-
Min. Initial Investment10000001000000001%
Min. Initial Investment IRAN/AN/A-
Net Assets74.2M1.91T0%
Annual Yield % from dividends0.301.2225%
Returns for 1 year18.6217.25108%
Returns for 3 years46.5659.9778%
Returns for 5 years70.6292.7676%
Returns for 10 years50.75190.8127%
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