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ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$12.81
Change-$0.24 (-1.84%)
VolumeN/A
Net Assets56.48M
Vanguard Total Stock Mkt Idx Instl Pls
Price$243.66
Change+$21.22 (+9.54%)
VolumeN/A
Net Assets1.7T
ESGIX vs VSMPX Comparison Chart
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ESGIX vs. VSMPX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. ESGIX (56.5M). VSMPX pays higher dividends than ESGIX: VSMPX (1.37) vs ESGIX (0.42). ESGIX was incepted earlier than VSMPX: ESGIX (17 years) vs VSMPX (10 years). ESGIX (0.98) 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 : -3.64 vs. ESGIX (-8.43). VSMPX return over 5 years is better than : 78.48 vs. ESGIX (52.05).
| ESGIX | VSMPX | ESGIX / VSMPX | |
| Total Expense Ratio | 0.85 | 0.02 | 4,250% |
| Annual Report Gross Expense Ratio | 0.98 | 0.02 | 4,900% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | -15.315 | -14.471 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.5M | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 1.37 | 31% |
| Returns for 1 year | -8.43 | -3.64 | 231% |
| Returns for 3 years | 0.29 | 10.63 | 3% |
| Returns for 5 years | 52.05 | 78.48 | 66% |
| Returns for 10 years | 12.67 | N/A | - |
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