Interact to see
Advertisement
Advertisement
ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$16.69
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets72.28M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
ESGIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESGIX vs. VSMPX commentary
Jul 05, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. ESGIX (72.3M). 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). VSMPX annual gain was more profitable for investors over the last year : 12.93 vs. ESGIX (12.28). VSMPX return over 5 years is better than : 94.02 vs. ESGIX (71.32).
| ESGIX | VSMPX | ESGIX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 1.01 | 0.02 | 5,050% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 7.361 | 5.518 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 72.3M | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.22 | 25% |
| Returns for 1 year | 12.28 | 12.93 | 95% |
| Returns for 3 years | 46.55 | 60.79 | 77% |
| Returns for 5 years | 71.32 | 94.02 | 76% |
| Returns for 10 years | 48.15 | 186.74 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement