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ESGIX vs VSMPX
ESGIX vs VSMPX Comparison
Open Charts ESGIX vs VSMPX
Dana Epiphany Equity Inst
Price$15.69
Change-$0.23 (-1.44%)
VolumeN/A
Net Assets69.73M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
ESGIX vs VSMPX Comparison Chart
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ESGIX vs. VSMPX commentary
Jun 14, 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 (69.7M). VSMPX pays higher dividends than ESGIX: VSMPX (1.29) vs ESGIX (0.39). 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 : 11.38 vs. ESGIX (9.02). VSMPX return over 5 years is better than : 93.72 vs. ESGIX (71.18).
| 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 | 3.399 | 2.573 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69.7M | 1.82T | 0% |
| Annual Yield % from dividends | 0.39 | 1.29 | 30% |
| Returns for 1 year | 9.02 | 11.38 | 79% |
| Returns for 3 years | 42.88 | 59.52 | 72% |
| Returns for 5 years | 71.18 | 93.72 | 76% |
| Returns for 10 years | 38.36 | 173.87 | 22% |
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