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ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$15.75
Change-$0.28 (-1.75%)
VolumeN/A
Net Assets66.95M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
ESGIX vs VSMPX Comparison Chart
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ESGIX vs. VSMPX commentary
Feb 23, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. ESGIX (66.9M). VSMPX pays higher dividends than ESGIX: VSMPX (1.36) vs ESGIX (0.65). ESGIX was incepted earlier than VSMPX: ESGIX (17 years) vs VSMPX (10 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 : 17.62 vs. ESGIX (13.35). VSMPX return over 5 years is better than : 74.89 vs. ESGIX (49.98).
| ESGIX | VSMPX | ESGIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 2.206 | 2.135 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.9M | 1.84T | 0% |
| Annual Yield % from dividends | 0.65 | 1.36 | 48% |
| Returns for 1 year | 13.35 | 17.62 | 76% |
| Returns for 3 years | 23.89 | 36.83 | 65% |
| Returns for 5 years | 49.98 | 74.89 | 67% |
| Returns for 10 years | 33.06 | N/A | - |